CPA Firm Succession Planning: A Perfect Storm

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TESTIMONIALS

“We have purchased a number of Rosenberg Associates’s books, and I like them because they are concise, have ready points that can be implemented, and are focused on the task at hand – CPA firm profitability, retreat planning, and succession planning. They are a great resource for the CPA firm owner or manager.”

Chip Helme, Managing Principal, CPA, CGMA
Thompson, Greenspon & Co.
Fairfax, VA

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$1150 30% off
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$2,850 50% off

Succession planning is the perfect storm of CPA firm practice management, brought about by the simultaneous impact of aging baby boomer partners, a never-ending shortage of staff with partner potential and a tendency for CPA firm management to perpetually relegate succession planning to the back burner. Industry observers regard succession planning as the #1 endemic issue facing CPA firms today. And it’s going to get worse before it gets better.

Many firms believe that succession planning starts and stops with leadership development. Developing future leaders is critical. But there are many other important areas to be addressed. This book provides readers with a roadmap for creating and implementing a succession plan.

Topics include:

  • Challenges for older and younger partners
  • Doing the math
  • Assessment of existing staff
  • Leadership development
  • MP transition
  • Governance structure
  • Client transition best practices
  • Partner buyout/buy-in plans
  • Deciding on the preferred exit strategy

 

©2012

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