CPA Firm Succession Planning: Still a Perfect Storm, 2nd Edition
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
Your Firm’s Future Depends on Succession Planning — Are You Ready?
Succession planning is still the perfect storm of CPA firm practice management, aging baby boomer partners, a never-ending shortage of staff with partner potential, and a tendency for firm management to put succession planning on the back burner. This book helps you navigate the storm with proven succession planning strategies.
Perfect for firms facing:
- Ineffective succession planning (or none!)
- Conflicts over partner retirement
- Pressure to grow or merge
- Uncertainty over long-term strategy
What’s Inside?
Developing future leaders is critical, but there are many other important areas to address, such as partners who don’t want to retire, governance, M&A, and determining the preferred exit strategy for your firm. For firms interested in remaining independent or those considering a sale, our comprehensive succession planning strategies will best position you for success.
Expanded second edition includes this NEW content:
- Deciding on a preferred strategy for succession planning
- What great firms tell us works (and what doesn’t)
- How to tell when it’s time to merge up
- Dealing with aging partners who don’t want to retire
- …and more!
Other topics include:
- Challenges for older and younger partners
- Assessment of existing staff
- Leadership development
- MP transition
- Client transition best practices
Toolkit
For just $110, get our printable toolkit with over a dozen ready-to-use documents and high-impact resources you can share with your partner group.
- 17-Step Approach to Succession Planning
- Innovative Ways CPA Firms Are Increasing Growth
- …and more!
©2025
Please note our PDF e-books are not printable. Why?
LINK TO DOWNLOAD THE PDF WILL APPEAR IN YOUR CONFIRMATION EMAIL
