2016 Survey Results Series

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

In 2016 AICPA’s Private Companies Practice Section (PCPS) and Succession Institute (SI) conducted their quadrennial survey of its members/clients to determine current succession planning challenges and practices in the CPA profession. These webcasts highlight our findings.

The Succession Management Landscape: 2016 PCPS Succession Institute Quadrennial Survey Results

Best Practices for Ownership Transition (based on 2016 PCPS Succession Institute Quadrennial Survey Results)