• Practice Management - QuickRead Top Story

    Your Three Greatest Fears About Niching: You are not Limiting Yourself

    February 19, 2025

    There is a lot of disruption going on in the BVFLS industry and you should give niching a fair shot if you have more of a generalist-type practice. In this article, Rod Bukert shares his views on how to overcome the fears of specialization. There is a lot of disruption going on in our industry; from accounting/business valuation firm mergers to big data valuation solutions to finding qualified staff. Now is the time to either leave or dig your heels in. One way of doing the latter is by specializing in a niche and being so good at it that…

  • Practice Management - QuickRead Top Story

    The Predicament of a Generalist (and Why You Need to Specialize)

    February 14, 2024

    In this article, the author shares his views on why it is incumbent to become a specialist. I want to lay this out right up front: The primary reason to specialize is that it is in the best interest of the clients we serve. It allows us to focus solely on them, truly care about them, patiently learn more about them, and create more value based on what they know they need (or what we know they need) … because we’re an expert in the niche. We all start our practices (or positions) as generalists. We have little training, practically…

  • Practice Management - QuickRead Top Story

    20 Questions that Will Help You Find Your Niche

    May 18, 2023

    There are riches in niches! That’s because you cannot be everything to everybody. Sounds reasonable. But what is missing is the advice that will help you identify your practice niche that everyone says is the secret sauce to making more money. There are riches in niches! That’s because you cannot be everything to everybody. Sounds reasonable. But what is missing is the advice that will help you identify your practice niche that everyone says is the secret sauce to making more money. I’ve written previously that my niche was tax purpose valuations for manufacturing and distribution companies. (I practiced what…

  • Practice Management - QuickRead Top Story

    The Business I Value Most is Mine

    July 7, 2021

    You Should Feel the Same Way There is a great expression that is used as advertising in our industry: the business we value most is yours. (It is like: The customer is always right.) It is a great slogan and one the author quoted in his LinkedIn profile! And then, as the author states, he wised up and discovered that the business he valued most was his own. In this article, he explains why the reader should also feel the same way. There’s a great expression used as advertising in our industry: The business we value most is yours. (It…

  • QuickPress

    Seven Tips to Customize Generic Marketing Content

    May 1, 2019

    Get a return on your marketing investment by customizing content to fit your niche. This article offers seven tips for advisers, including being authentic and specific and ending all articles with a call to action. Take your marketing strategy further with this new podcast on creating a cohesive online presence, open to all courtesy of the PFP Section. To read the full article in Advisor Perspectives, click: Seven Tips to Customize Generic Marketing Content.

  • Practice Management - QuickPress

    4 Benefits of Finding the Right Niche

    January 6, 2016

    Offering your clients specialized services—personal financial planning, IT specialization, and fraud and forensic accounting, among others—can help set you apart in today’s competitive CPA marketplace.  Mark Koziel, CPA, CGMA, Vice President, Firm Services & Global Alliances, American Institute of CPAs, discusses how finding your niche can help you and your clients. To read the full article in AICPA Insights, click: AICPA Insights.