The early stages of selling a business are an exciting and busy time. During this time, among many other important decisions, a business owner must decide whether or not to engage an investment banker ...

Failure to advise clients (or providing improper advice) is the most frequent cause of claims in the AICPA Professional Liability Insurance Program. Often, these disputes are a result of ...

Engagement letters may be viewed as merely administrative items, which sometimes results in attorneys giving them little thought. However, a well-prepared engagement letter can a singularly strong ...

Your first tool to secure business and your first shield of protection if that business goes sour depends on essential ingredients, according to preparers speaking about good engagement letters.

Why should CPAs use engagement letters? The reasons are many and varied. Professional standards require an engagement letter for attest services. Standards for other services require the CPA to ...

The CFP Board has released two sample client engagement letters that are designed to help certificants comply with the board's new code of ethics. The letters were drafted with input from CFP ...

An engagement letter is a contract, presented in the friendlier, easier-to-understand form of a letter. It is a tool often used by provider's of professional services, such as lawyers and CPAs, to ...

Companies often hire investment bankers for capital fund-raising and M&A activities, and these investment bankers can be very valuable partners. In order to expedite the process and ensure that ...

Clear and open communication is key to getting the facts necessary to effectively represent a client. The retainer agreement/engagement letter can help establish policies to encourage good ...

Joint representation of married couples—and increasingly, unmarried romantic partners—is a routine practice for most estate planners, and the model is often cost efficient and facilitates a ...