Would you like to grow beyond your current market? Are you facing a growth plateau? Or maybe you are just curious about what it requires to scale a firm to a national level. This course is designed specifically for partners of CPA firms like you who want to know what it takes to expand from a local market to a national presence. Topics covered include clarifying motivations, pre-expansion considerations, preparation, planning, and hitting milestones. Open your eyes to new possibilities. Join us as we explore your firm's potential to go from a local to a national presence.

Learning Objectives:

• Summarize what needs to be considered before deciding whether to expand your firm to a national level


• Determine the necessary steps to prepare your firm for expansion and construct a plan that aligns with your goals


• Identify the important milestones that a firm should hit as they scale from a local presence to a national level