Products

Products currently available or under development are:

Strategic Planning Virtual Facilitator: This is a tool for small firms to help them develop a strategic plan for long-term vision to drive the business. We provide step-by-step instructions and downloadable forms/tools to help you organize, orchestrate and develop your own plan.

Competency Framework and 360 Assessments: The Succession Institute Performance Assessment (SIPA) is a unique 360° assessment that clearly identifies the attributes that will help an individual become a more effective professional and leader.

Store: Four books are currently available. All books are published by the AICPA.

Thank you for reviewing our website.  We are excited to be able to offer you this group of products and services created to assist you achieve your personal and professional goals.  If you would like more information or would like to talk to us at the Succession Institute, please click the “Contact Us” link at the bottom of any webpage and let us know how we might be able to help.  Thank you again for giving us your time.