“The Conversation 95% of CPAs Aren’t Having – And What It’s Costing Their Clients,” by Jay Levine, CPA, CGMA, Partner at Prager Metis, published in NJCPA Magazine (Summer 2026), highlights the critical importance of proactive business transition planning, succession strategy, and exit readiness for business owners.
The article emphasizes that many CPAs are not initiating these discussions early enough, often leading to lost business value, increased tax exposure, failed transactions, and missed opportunities to preserve a client’s legacy.
It also underscores how forward-thinking advisors can elevate their role by guiding clients through long-term planning, strengthening relationships, and delivering both measurable and intangible value.
Read the full article now to learn how proactive advisory services can help you better support your clients and drive stronger outcomes.
