Bonus: Succession, Governance & Growth: How CPA Firms Build Transferable Value

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Are CPA firms really ready for succession—or just hoping they’ll figure it out later? Discover why waiting is the costliest mistake a firm can make. In this episode of Sterling Insights , guest host Charles Trakas sits down with a seasoned advisor and CPA-turned-growth consultant, Daniel McMahon . Together, they explore succession planning, governance, and building enterprise value in CPA firms , sharing valuable insights and practical tips for listeners. Drawing from decades of experience in public accounting and management consulting, the guest unpacks the common challenges firms face when planning for transition and offers actionable advice to create firms that are sustainable,…