From Financial Statements to Succession Planning: Strengthening the CPA–Surety Relationship

Presented by Suhas Shah, CPA, CCIFP, CGMA, and Yuti Shah, CPA of Intyllus, a full-service business advisory, tax, and accounting firm based in Ellicott City, Maryland, this webinar will provide a practical look at how CPAs and surety professionals evaluate financial strength, manage risk, and work together throughout the year. Attendees will gain insight into how CPAs assess financial statements beyond standard ratios, including identifying less obvious red flags and understanding the impact of in-process versus completed revenue on perceived performance. The session will also explore the realities of the CPA–surety relationship, emphasizing the importance of ongoing communication, key warning signs, and when it’s critical to involve the right parties. Finally, the discussion will extend beyond traditional assurance and tax services to cover long-term planning, including succession strategies, leadership transitions, and how these decisions ultimately influence a company’s financial stability and overall risk profile.