The owners of the Succession Institute (SI) spend a great deal of their consulting time working with CPA firms as it is one of their three specialties.  As you can see from the "Speaking and Writing" section of this website, as well as the papers and published materials in the "Articles" file cabinet, SI is quite familiar with the Accounting Profession.

Common areas for consulting include:

• Facilitating Strategic Planning retreats
  
• Succession Planning and implementation
  
• Establishing and monitoring changing Governance models
  
• Helping separate partners that no longer have the personal vision as the rest of the firm
  
• Assisting in the acquisitions and/or merger process
  
• Restructuring Partner Compensation
  
• Determining fair Retirement benefits
  
• Creating policies and procedures to drive the firm, from managing retiring partners to dealing day-to-day management to book-of-business issues, etc.
  
• Developing Roles and Responsibilities to support partner accountability
  
• Restructuring Ownership and Equity
  
• Building Performance Systems for employees
  
• Helping assess the Skills and Competencies of personnel
  
• Providing internal management, advisory and leadership training
  

• Superstar to Operator Model (we also call this moving from the "Eat What You Kill" to the "Building a Village" Models), and
  
• The One Firm Concept