When you’re exploring new firms for your practice, deciding which opportunity to choose can be quite challenging. In your due diligence process, I recommend considering three differentiators that many firms do not offer:
– The firm values customer service, and will give you the support AND flexibility necessary for success.
– The firm provides you opportunities to grow your business, including recruiting and acquisition of tax practices.
– The firm provides access to pre-IPO investment opportunities at private companies for qualified clients.
I would suggest thoroughly vetting the unique differentiators of each potential firm. You want your next move to be your last.
– Michael Gill, Managing Director, Head of Recruiting, National Holdings Corporation