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The owners of Succession Institute are proud to introduce you to three of their recently published books; two on succession and one on becoming a trusted business advisor. 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, and create an infrastructure that is built for sustainability, we are confident that our succession series will offer plenty of food for thought. However, if your focus right now is on enhancing client loyalty (to better retain your good clients), increasing revenues (to find new opportunities to help your existing clients) and training your people on how to better live up to the trusted business advisor role, we think our new book on Becoming a Trusted Advisor will shine a spotlight on creating a path to get you where you want to go. 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.  Becoming a Trusted Business Advisor: How to Add Value, Improve Client Loyalty, and Increase Profits
Being your clients’ Most Trusted Business Advisor is not about selling and making pitches. It’s really about showing an interest in your clients, asking the kind of questions that will help you learn what is important to them, and then listening. Based on the AICPA’s successful Trusted Business Advisor Program and intended for CPAs who want to take their consulting practice to the next level, this workbook provides approaches to help you do just that. |
