CPA Firm Succession Planning: A Perfect Storm


Our 3-partner firm recently purchased 7 Rosenberg books including partner compensation, partner agreements, succession planning and management/firm governance.   The books are a superlative blend of Marc’s years of consulting to medium and small CPA firms and the know-how that goes along with it. We are finding these books to be an excellent resource for ideas and a roadmap to guide the tough conversations that partners need to have regarding these key issues.

Brian Bray, MP
Benton Bray, PLLC
Bellevue, WA


Subtotal Discount
$500 20% off
$975 30% off
$1,400 40% off
$2,500 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



Please note our PDF e-books are not printable. Why?