Cross-selling is the holy grail for law firms. Clients who like you and recognize the value you provide are more likely to expand their use of you. More to the point, they are more likely to trust ...

Risk is inherent to any business activity, including the sale of a CPA practice. From the seller’s perspective, minimizing the major transitional risks after selling a CPA practice should be ...

Changing firms is a reality of the practice of law. In just 30 minutes of research, I found myriad surveys with data on how often both associates and partners change firms. At a high level, it appears ...

I learned a valuable lesson from a friend who would be considered a model prospect for any financial advisor. He recently changed advisors and made his decision on this factor: client experience. His ...