An engagement letter memorializes conversations between a client and CPA firm regarding the services to be provided by the firm and each party’s responsibilities in writing. Simple enough, right?

Engagement letters are basically an upfront contract between accountants and their clients. They make the scope of the agreement more transparent, so that the client has an understanding of exactly ...

Faced with the stringent demands of a more robust regulatory environment, insurance advisors say that having clients sign letters of engagement is becoming an integral part in running their businesses ...

With a dramatically declined M&A market,[1] companies continue to conduct sales processes, and transactions are being consummated despite the difficult economic environment. In this challenging ...

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 ...