Recent Awards/Recognition

  • Braver Wealth Management Honored with ‘Top Guns’ Award for High Yield Strategy

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Recent Press Release

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Partner Succession Planning

The great “graying” of the accounting profession has been a hot-topic at conferences and partner meetings for years.   Yet many firms still don’t have a solid plan for how to support partner retirement plans and continue client service.   Some firms are too late and will have to merge to support partner retirement plans.   Others have a plan but the details and buy-in haven’t been secured at all levels leaving them vulnerable.   Where do you stand?   Are you sure?

Leadership development isn’t an overhead expense, it’s the catalyst for identifying and cultivating the future of the firm.   Soft-skills training can be the most challenging for professionals to master, and are the most important as employees are promoted with the firm.   Good leadership leads to higher productivity, greater retention rates, and more satisfied clients.   Let us help you nurture your top talent.

Posturing, personalities, and problems rule when succession planning is the topic.   Having an objective and experienced third party advisor as part of the process can help transitioning the firm to new hands smoothly for partners, staff and clients.