Succession Institute has launched the SI Practice Management Resource Center. We also have successfully undergone the NASBA registration process. We already have online courses available through our SI Practice Management Resource Center and we are continuing to routinely populate the site with more classes for CPAs, with a number of computer-based training and all-video courses available for CPE credit.

Here are some of the courses that are or will be available: 

• Introduction to Succession 
• The Drivers Impacting Succession
• Positioning your Firm for the Future
• Positioning your Firm to maximize its Sale Value
• Positioning your Firm to maximize its Merger Value
• How to Develop Leaders to Buy Out the Retiring Partners
• How to maximize the "Turn Out the Lights as You Leave" strategy (work until you decide to walk away)
• Preparing for the Transitioning of Retiring Partners
• What is the Value of my Firm
• Moving from Expert to Advisor (how to live up to your Trusted Advisor mantra)
• Developing Your Firm's Partner Agreement around the Standard Operating Procedures Concept (sample agreement)
• Communication Skills
• Leadership and Management skills

We are excited about the launching of our new SI Practice Management Resource Center. Each course contains video and provides CPE credit as well.  Courses run from 1 hour to 16 hours of CPE credit in length. You will also be able to bundle courses together to improve your pricing.

Please click on the following link to access the SI Practice Management Resource Center.  Thank you for your interest.