Succession Planning Tips

Whether you have a succession plan in place for your firm or not, everyone can benefit from knowing how to come up with the right plan, what can get in the way before and after a merger happens, and how to overcome fears about moving forward with a sale. This series will offer necessary tips and real life scenarios on all of the above from Transition Advisors' Bill Carlino.

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Even if you’ve carefully selected an up-and-comer to take over the reins in the future, this isn’t where your firm’s succession story ends...
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Congratulations! You’ve determined that the succession planning solution or growth strategy for your practice lies via a merger and you’ve...
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There are a number of reasons behind the rampant procrastination of CPA firm owners regarding succession planning, but arguably none...
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For many owners of small to midsized CPA firms, succession is often treated as the elephant in the room – they know it’s there but do their...