Programs

CPA & Professional Firms

Improve your leadership and management skills related to cash, staff / contractors, cash, clients and the overall firm/business.

Ideal for firm owners and managing partners in CPA, Accounting, Legal, IT, and technical firms who want to dive deep into solving people issues.

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Ideal for practice owners and managing partners seeking to get “hands off” from day-to-day management.

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Ideal for firm owners and managing partners seeking to grow and build a valuable practice, ready themselves for succession and the firm for sale

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Business Legacy

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Selling a Business

Mainstreet Legacy

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Buying a Business

Pre-acquisition

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Buying a Business

Post-Acquisition

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CPA Practice Management Program

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Transforming Leaders Program

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View Our CPA and professional firms brochures