Family Office & Billionaire Report - Empowering Family Dynasties

Accounting firm owners looking to retire must sell their ownership interest as part of an external firm sale or to an internal partner. How is the owner’s stake valued for each type of transaction? Find out in the fifth installment of our series, “CPA Firm Succession: Solidifying the Future.”

Why do so many CPAs put off retirement planning? Many CPAs fear losing control of their practice, losing income, or both. Fortunately, there’s an approach that addresses both concerns. Find out more in the fourth installment of the series, “CPA Firm Succession: Solidifying the Future.”

Firms should consider a number of factors when assessing options for replacing a retiring partner. What issues are the most important to evaluate? Find out in the third installment of the series, “CPA Firm Succession: Solidifying the Future.”

Demographic and marketplace shifts are remaking the landscape for CPA firm succession plans. What has changed, and why do CPAs need to understand the M&A market before setting their succession strategy? Find out in the first installment of our series, “CPA Firm Succession: Solidifying the Future.”

Today's executives can boast about their companies' tech prowess, but they also need to keep an eye on archrivals and new competitors, says Maryfran Johnson.

Part Three A Three-Part Series of helpful tips when speaking to widows Excerpts taken from Impactful Empathy by Kathleen Rehl, Ph.D. CFP®, author of Moving Forward on Your Own: A Financial Guidebook for Widows and Sudden Money® Institute Faculty Member We hope you have enjoyed reading Part One and Part Two of the What to Say and When to Say It series.  →

Part Two A Three-Part Series of helpful tips when speaking to widows Excerpts taken from Impactful Empathy by Kathleen Rehl, Ph.D. CFP®, author of Moving Forward on Your Own: A Financial Guidebook for Widows and Sudden Money® Institute Faculty Member   There are many phrases of condolence that we all know and hear often.  In Part One of the What to Say and →

Part One A Three-Part Series of helpful tips when speaking to widows Excerpts taken from Impactful Empathy by Kathleen Rehl, Ph.D. CFP®, author of Moving Forward on Your Own: A Financial Guidebook for Widows and Sudden Money® Institute Faculty Member There are many phrases of condolence that we all know and hear often:  He’s in a better place…  At least he’s no →

Part Three Ten Habits of Healthy Family Cultures Exerpts taken from Intentional Wealth by Courtney Pullen, M.A., LPC Sudden Money® Institute Faculty Member We hope you’ve enjoyed Part One and Part Two of our series, Ten Habits of Healthy Family Cultures.  Author and SMI faculty member Courtney Pullen has shared some intentional practices, beliefs and behaviors →

Part Two Ten Habits of Healthy Family Cultures Exerpts taken from Intentional Wealth by Courtney Pullen, M.A., LPC Sudden Money® Institute Faculty Member Last week, in Volume One of Ten Habits of Healthy Family Cultures, author and SMI faculty member Courtney Pullen shared some intentional practices, beliefs and behaviors that lead to successful family cultures.  Here →

Part One Ten Habits of Healthy Family Cultures Exerpts taken from Intentional Wealth by Courtney Pullen, M.A., LPC Sudden Money® Institute Faculty Member Families who base their wealth management on a foundation of integrity and a sense of gratuity are the most likely to flourish.  Author and SMI faculty member Courtney Pullen shares some intentional practices, →

Look for Proof Points and ImperativesWhat does a winning brand vision look like? As I noted in a recent post, the brand vision should reflect and support the business strategy, differentiate from

We’ve all heard the saying (or myth): people resist change. Of course, the main task of many leaders is to bring about change – sometimes unpopular yet necessary adjustments. How can leaders push

If you genuinely want something, don’t wait for it. Teach yourself to be impatient. This has been one of the biggest themes of the way I’ve lived my life.I’m not a patient person. I don’t view

In case you were out cold the past month or so, here’s news: Jimmy Fallon is now the host of the Tonight Show. And, if you've heard of Tesla, the electric car company, Elon Musk is its founder – plus

An active business life is not always the best conduit for an active physical life.I’m not what most people would consider overweight. But like most people, finding time to work out and eat right

As I looked out at the audience of employees celebrating 25-plus years with USAA last August, spilling over into the distant corners of our cafeteria, I had a message to deliver: Don’t leave yet. We

Feeling like a failure? You’re in good company. You may have heard one or two of these classic stories before; they’re stories of the failures of wildly successful people. It never hurts to be

London has been named the billionaire capital of western Europe, boasting a higher number of “ultra-high net worth individuals” than Paris and tax haven Geneva combined.