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Todd C Steinberg

Thrive Financial Group
Founder and Managing Partner
todd@thrivefinancialgrp.com

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Todd offers more than 27 years of experience emphasizing succession planning and business development in the accounting and tax industry.

The scope of Todd’s experience includes developing new marketing strategies, integrating financial planning and payroll services into accounting practices, personally being involved as an intermediary in the sale of hundreds of accounting and tax firms nationwide.

Todd also speaks at regional and national conferences as an authority on succession planning and integrating financial planning into accounting practices. Todd is Series 7, 66, Life, Accident & Health Licensed. Todd enjoys staying active and is the proud father to three children – Sydney, Benjamin and Brooklyn.

About Us: Thrive Financial Group specializes in working exclusively with accounting and tax professionals to assist them with buying and selling practices nationwide.

Archived Webinars

SUCCESSION PLANNING: IMPORTANT ASPECTS OF A SUCCESSFUL ACCOUNTING PRACTICE SALE
Recorded Date December 18, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Finance  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
BUYING & SELLING ACCOUNTING FIRMS: INSIDER TIPS FROM BROKER, BANKER, & LAWYER
Recorded Date August 20, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Finance  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm, CPA - large firm     
CREATING THE CPA FIRM OF TOMORROW, TODAY
Recorded Date January 26, 2024  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Business Management and Organization  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm     
ONSHORE PREPARING FOR TAX SERVICES: INCREASE YOUR PROFITS & SCALE YOUR PRACTICE
Recorded Date September 14, 2023  Cost Free Presentation Length 1.0 hour  CPE: Not available (archived webinars do not offer CPE credits)  Subject Area Personnel/Human Resources  Course Level Basic      Who Should Attend CPA - small firm, CPA - medium firm