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916: Maximizing M&A Speed to Value | Michael Cox, CFO, IRIS Software Group

CFO Thought Leader

JULY 16, 2023

’” remarks Cox, who notes that one trait that might distinguish his post-COVID vs. pre-COVID finance leadership is a willingness to push back. We sell accountancy solutions to CPAs, so this means document management, practice management, these kinds of things.

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CFO Education Leadership Practice Management 52
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Weekend Reading For Financial Planners (Dec 10-11) 2022

CFO News Room

DECEMBER 10, 2022

From there, we have several articles on practice management: Why creating a defined employee value proposition could be the key for RIAs to attract and retain talent in the current tight labor market. Relatedly, getting promoted often takes political skill and networking.

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Mergers and Acquisitions (M&A) Planning Valuation Accounting 130
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