Succession Planning Series

These videos are full length (1.5-2 hour) recordings of our previous webcasts.   A complete list of our full length videos are available on our Webcast Video Index page, with descriptions of each show linked to each show title. Please contact us to purchase the passwords to access these videos.

The three sessions in our Succession Planning Series are based on Dom’s and Bill’s two-book series published by the AICPA called Securing the Future: Building Your Firm’s Succession Plan and Securing the Future: Implementing Your Firm’s Succession Plan. These two books cover 15 areas that need to be addressed to create a robust succession plan that will ensure profitability, transition of ownership and long-term sustainability of your firm. This three-part series will cover all 15 topics!

Building Your Firm’s Succession Plan: Part 1 of 3

Building Your Firm’s Succession Plan: Part 2 of 3

Building Your Firm’s Succession Plan: Part 3 of 3