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THE IPA INSIDER E-NEWS UPDATE November 20, 2018

At this time of Thanksgiving celebration our thoughts turn gratefully to you with appreciation. Our best wishes for a Happy Thanksgiving!

PEOPLE IN THE NEWS

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Sensiba San Filippo Mourns the Passing of its Founder Pleasanton, Calif.-based Sensiba San Filippo (FY18 net revenue of $30.1 million) announces the passing of founder Steve San Filippo. S an Filippo died Oct. 9 at 67, leaving his wife, Julie, and his three children, Marisa, Dominic and Joseph.

IPA SPOTLIGHT INSIDE Public Accounting reached out to Birmingham, Ala.-based Warren Averett's (FY17 net revenue of $133.3 million) new CEO Mary Elliott to discuss the rise of advisory services, firm threats and challenges, and the future of the profession. THE IPA SPOTLIGHT

MORE PEOPLE IN THE NEWS...  DMA Appoints Hutmacher as President and CEO  Kepczyk Expands Role with Right Networks

MSPC Announces Executive Changes Squire & Company Names CEO and OMPs SVA Welcomes Hoege as COO

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CPA SUMMIT - December 6, 2018

The 2018 CPA Summit is a one-day event where CPA’s learn from the most important voices in the profession and find solutions to push careers forward. Topics include leadership, technology, cutting-edge trends, and emerging professional issues.

MERGERS IN THE NEWS

Two IPA 100 Firms Merge: Raffa and Marcum Washington, D.C.-based Raffa (FY17 net revenue of $49.1 million) combined with New York-based Marcum   (FY17 net revenue of $469.5 million) on Oct. 1.

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MORE MERGER NEWS...  Baldwin CPAs Merges In Kentucky Firm Brown Edwards Acquires Dixon Hughes Goodman’s Newport News, Va., Practice D&H Global Tax Joins Citrin Cooperman Councilor Buchanan & Mitchell Expands Crowe LLP Welcomes Sixred Team HHM CPAs Acquires Local Accounting Firm

Noell Agnew & Morse Joins K·Coe Isom Moss Adams Combines with Albuquerque Firm Prager Metis Expands N.Y. Presence REDW Joins With Mack & Rohwedder Sikich Acquires HR Technology Business Squar Milner, Boas & Boas Combine UHY Expands in Northeast With New York Firm

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THE 2018 IPA NATIONAL REPORTS ARE AVAILABLE

The 2018 IPA Annual Benchmarking Reports Are vailable  The annual reports are one of the most complete, independent, up-to-date sets of economic and management statistics available about the accounting profession today. ORDER YOUR COPY TODAY

FIRMS IN THE NEWS NEWS

Armanino Launches Program to Encourage More Women to Become Partners  San Ramon, Calif.-based Armanino LLP (FY17 net revenue of $242.7 million) has launched a program designed to drive career advancement for female managers.

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MORE FIRM NEWS...  Apple Growth Partners Consolidates Workforce Grant Thornton Extends McGuire’s Term as CEO

 Weaver Opens Office in New York Congratulations to the 2018 All Growth Fastest-Growing Firms

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MAY 2019 LAUNCH: INSIDE Public Accounting Excellence in Firm Culture

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If you have not filled out an application, please follow this link to the assessment . Please view 2018 online webinar as a handy resource.

A Case for Mandatory Partner Retirement With a Soft Landing

Most, if not all, of the Top 10 CPA firms have mandatory retirement provisions in their partnership agreements. For the Top 10, mandatory partner retirement is narrowly defined and means just that – mandatory retirement. Written by Dom Esposito is the CEO of ESPOSITO CEO2CEO, a boutique advisory firm consulting to leading CPA and other professional services firms on strategy, succession planning and mergers/acquisitions. “In Our Opinion” is a continuing series for leading CPA firms where Dom shares insights, experiences and wisdom with firm leaders.

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INSIDE PUBLIC ACCOUNTING THE COMPETITIVE ADVANTAGE FOR FIRM LEADERS 4000 W. 106th St., Ste. 125-197 Carmel, IN 46032 (317) 733-1920 | editor@plattgroupllc.com | www.insidepublicaccounting.com