
Rethinking Succession in Accounting Firms
Succession determines whether a firm’s future unfolds by design or by circumstance. In the Winter 2026 edition of the Journal

Succession determines whether a firm’s future unfolds by design or by circumstance. In the Winter 2026 edition of the Journal

Selling a firm is one of the biggest decisions an owner will ever make. The right partner can strengthen your
Technical skill may get you in the room, but people skills determine whether you can lead. Watch or read the recap of Justina’s UACPA People Skills presentation.
Discover why traditional private equity isn’t always the best path for accounting firm owners. Baysora Co-Founder Chris Shelton shares firsthand insights on short-term PE pressures, cultural risks, and more.

The landscape for boutique tax and accounting firms continues to evolve. Clients expect deeper advisory support, the talent market remains

Most accountants are naturally risk-averse. We build careers on precision, structure, and predictability. So, when Justina Brown, our VP of
Baysora partners with boutique tax and accounting firms to build a confident path forward, ensuring your firm thrives for years to come.
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