CPA firms will go through a big change over the next 10 years, reveals the CPA of the Future study conducted by CPA.com. An overwhelming 80% of firms polled thought that their role will change significantly in the future and that they will offer more consultative business development, risk management, and advisory services. More than 400 CPA firms responded to the survey.
BV experts are in a great position to act as advisors to business owners. One way is to help them understand value and see how they can tap into that value. A new book, Unlocking Private Company Wealth, by Z. Christopher Mercer (Mercer Capital), will help you understand how to talk to business owners about managing their private-company wealth. With the book, you’ll receive a diagnostic tool to help you understand your private-company owners’ needs regarding wealth management.
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