The Succession Institute
At the Succession Institute, we believe that there are core, foundational principles to follow that will help you successfully and profitably manage your business and your people. And by following these, your organization is positioned to grow, prosper, seamlessly transition to new leadership, sell at above-average market prices, and/or operate requiring less of your involvement. To us, succession management is all about organizational development and creating a strong organizational infrastructure.
We help organizations turn their vision into reality through a customized “GOALS” process addressing:
- Governance and Policies
- Organizational Infrastructure and Processes
- Abilities, Skills and Competencies
- Leadership and Management
- Strategy and Vision
Don’t Miss Out!
How Succession Institute Can Help You:
Our Service Offerings include:
- CPA Firm Offerings
- Construction Industry Services
- Family Business Services
- CPA State Society Services
Bill, Dom and Michaelle spend a significant amount of their time doing what they write about and talk about; advising and facilitating. Over the past thirty years, they have been involved in, as consultants and/or business owners, almost every facet of operating businesses, from business development through operations, from employee motivation through compensation and incentive systems, from re-engineering processes/procedures through automation of the same. – See more at: http://www.successioninstitute.com/services/
Products currently available or under development are:
- Small Firm Subscription Package
- Strategic Planning Virtual Facilitator
- Competency Framework and 360 Assessments
- Online Training
Please go to our Succession Institute Practice Management Resource Center, our online Learning Management System (LMS). Please click Search All Programs to review all courses currently available.
The owners of the Succession Institute, LLC, Bill, Dom and Michaelle, have taught literally thousands of hours of combined training. We have broken the training materials into two sections for your review:
These two categories of training are listed for those organizations who are looking at bringing in the Succession Institute for extended training rather than just a keynote lecture or two. These are just examples of common requests.
The following two categories of content in our Knowledge Center may be accessed without Registration:
- Succession Institute TV (Videos) (though many of our videos require registration to view)
- About Us
- SI Products and Services
The following categories of content in our Knowledge Center require you to Register to gain access:
- CPA Practice Management
- Succession Management
- Construction Industry
- Competency and Skill Development