RESOURCES FOR YOUR ROLE

Set your business strategy

Whether you lead a big firm or are a solo practitioner, it’s important to look at your practice through the lens of a business owner. Explore our strategies, best practices and resources.

Insights to inform your strategy

  • Practice Management

    Boost the value of your firm for mergers and acquisitions

    Jun 04, 2025|ByJim Renitsky, CIMA®

    Uncover ways you can increase your growth potential and reduce key risks that impact valuations in today’s busy M&A market.

  • outcome

    Staying Invested in 529 Plans During Market Volatility

    May 29, 2025|ByMark DiSipio, CIMA®

    Detailing the many lesser-known benefits of staying invested in 529 plans over the long-term

  • Practice Management

    Does your value proposition appeal to the high-net-worth market?

    May 21, 2025|ByJim Renitsky, CIMA®

    Stand out from the competition. Show wealthy clients what makes you different and how they will benefit by choosing to work with you.