Firms with the most successful succession strategies begin planning well before partners are ready to retire. To help firms develop long term succession planning goals and processes, we have two books which are now available:
Securing the Future
Volume 1, Succession Planning Basics

Succession Planning Basics provides an overview of the market forces shaping valuations for firm sales, so you can see where your firm stacks up as it is currently organized. Once you see where you stand, you can evaluate the different strategies for developing your firm so that it will have the greatest chance for long term success, which should maximize its value when it’s time to sell and also offer the best odds for getting a complete payout.

Securing the Future
Volume 2, Taking Succession to the Next Level

Taking Succession to the Next Level builds on the foundation of Succession Planning Basics by providing detailed information on technology and marketplace forces that can affect a firm’s value. It offers specific metrics for measuring and improving how systems perform at your firm. It compares the varied and various advantages of selling or merging the firm, including details on structuring the deal. Appendixes contain helpful sample letters and checklists and results from the PCPS succession surveys.

For your convenience, the books are available individually at the AICPA website, or you can save when you order both as a set.  Click here to purchase.

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