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TWR Podcast Episode 116: The Gold Rush of Accounting: Tech, AI & Private Equity

Succession Planning, Podcast

How firm owners can prepare for change, capitalize on CAS, and position for sale in a shifting profession

In this...

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Podcast cover for The Woodard Report Episode 116 featuring hosts Heather Satterley and Joe Woodard with guest Todd Robinson. Title: "The Gold Rush of Accounting: Tech, AI & Private Equity."

What’s Next for You? Succession Planning Matters Now

Succession Planning

Running an accounting firm takes a lot of work—I know it firsthand. Juggling client demands, making sure the team has...

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Illustration depicting colleagues passing the baton while standing on chess pieces

TWR Podcast Episode 85: Can’t Compete With the FTC

Practice Management, Finger on the Pulse, Financial Advisory, Operational Advisory, Succession Planning

In a special edition of The Woodard Report podcast, Joe Woodard and Heather Satterley discussed the significant...

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Blue background with text TWR Podcast Episode 85: Can’t Compete With the FTC black and white pictures of Heather Satterley and Joe Woodard

Is it an End-of-the-Year Burn Out? Or Time to Sell Out?

Practice Management, Succession Planning

It’s that time again. The time of the year when we are stretched to the max and feel like we are going to snap at any...

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end of year burnout

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