* The Succession Institute, LLC is not a CPA Firm

Testimonials


Bill has a great ability to cut through the crap and get to the point, We are certainly better because of him.

-Ray Roberts, CPA, Managing Partner, Accounting and Consulting Group, Albuquerque, NM


Bill has an ability to cut through the politics and tell it like is without alienating the partner group. His observations are on point and his systems and insights are invaluable to any firm wishing to grow and prosper. I highly recommend Bill's organization. You won't be disappointed.

-Nick Magone, CPA, Couto, DeFranco and Magone, New York and New Jersey


Dominic did a great job as a facilitator on a complex CDOT highway project. Project team worked well together throughout the job coordinating well with adjacent TREX project on IH 25.

-Mike Ingram, Senior Project Manager, Edward Kraemer & Sons, Plain, WI


Great program. I am usually skeptical of general leadership training because they are filled with empty platitudes and general advice that you could gather anywhere. I think Bill and Dom have put together a meaningful program and the exercises help drill in the points and the advice is spot on.

-Kevin Horton, Assurance Principal, Harper & Pearson Company PC, Houston, TX


As a small practice I value Bill’s ability to provide access to strategies generally available only to large firms.

-Brian Weber, Applied Business Concepts, Austin, TX


We are happy with both Bill and Dom. Great guys to talk things over with. Sometimes we wish they were able to tell us exactly how to implement changes but that’s probably a bit much to ask.

-Frankie L. Burns, CPA, Auerbach Albert & Gold, LC, Dallas, TX


Succession Institute has been an invaluable partner in the leadership development of our organization and has had a significant impact on our member leaders. For more than a decade members have benefited from Bill Reeb’s knowledge and expertise in leadership behavior, as well as critical thinking and management skills. Bill’s style is authentic, engaging and practical.

-John Angelo, Executive Director, CalCPA Institute, California Society of CPAs


We have used Succession Institute over the past several years for firm retreats, succession planning, 360 assessments and manager training. The knowledge and experience that Bill and Dom possess has been invaluable in helping our firm through various stages of growth and development. They have been instrumental to us in their guidance from the drafting to the implementation stages of our succession plan. Their knowledge of the CPA industry and trends for succession have guided us and helped us throughout the succession process as well as advising us with on other practice management best practices.

-Abby Dupree, Kathleen Brothers, & Stephanie Zottoli, Carroll and Company CPAs, Tallahassee, FL


Succession Institute is performing a great service to our family owned business. They assisted in determining if succession was a viable option for us, and have since then been helping us to implement our plan while navigating an emotionally charged family dynamic. We could never have successfully dealt with these issues internally. We are very pleased with their guidance and insights.

-Ron Albee, Jay-Reese Contractors, Inc., Dripping Springs, TX


Thanks for a great workshop, Dom! I gained valuable new perspective, which I can already see has made me a better leader.

-Angie Hardy, CPA, Revenue Recognition Manager, Epicor Software Corporation, Austin, TX


The presentation to the MICPA team back in February was a preview, but you drove home your message regarding the change and evolution of the profession at our Members Advisory Symposium. Your insights and enthusiasm were so impactful and I was pleased to hear all the positive feedback on your keynote and breakout sessions.

Thank you for being part of our MICPA family.

-Peggy A Dzierzawski, CAE, President & CEP, Michigan Association of CPAs


Thank you for -

Being tough, but fair with me and all of my partners.
Always being direct and honest with us.
Giving out compliments when deserved, but not every day just for getting out of bed.
Helping us through many difficult conversations.
Helping us recognize when things were good but seemed not so good.
Your responsiveness to our needs.
Your sage advice.
Being a friend.
Being a professional in every sense of the word.
Caring about what you do so much that it oozes out of you.
Most of all, thanks for being someone I felt like I could discuss anything with and know that you would not judge me, but would take what I said and try to help my firm and me be more successful.

-Rick Baumeister, Jr., CPA, CliftonLarsonAllen LLP, CLA Dallas, TX


The guidance that Bill Reeb & The Succession Institute have provided our firm in making key strategic management decisions has been invaluable. Bill’s experience and guidance have proven to be highly insightful and have given us the confidence to take our firm to the next level. Bill has demonstrated genuine interest in helping our partners and team members become more successful.

- Tammy R. Vogsland, CPA, Managing Partner, C&D llp, Solvang, CA


We have worked with Dom and the Succession Institute on multiple projects over the past several years. Dom is a skilled partnering facilitator who has the ability to identify potential issues and through group participation, prepare the participants to work together toward an amicable resolution. His sessions have provided an awareness of the disparity that can exist between partners with respect to their “keys to success” on a project. This understanding has benefited our organization and impacted everything from our management approach to conflict resolution on our projects.

-Mike Easley, Chief Estimator, Kelley Trucking, Inc., Golden, CO


Dom has become a great resource for our firm. As a new managing partner, I have contacted Dom many times about how to implement new strategy or deal with issues. He has a way of breaking down any issue and making it much easier to tackle. He has always provided sound advice and a process that makes sense and is possible to implement. 

-Roz Alyson, CPA, Shareholder, Mahoney, Ulbrich, Christiansen & Russ, P.A., Saint Paul, MN


Our hope in hiring a consultant was to get practical, useful, and personalized data and advice. Dom and Bill's skills got our partners to accomplish tasks that we had never achieved on our own.

-Joel Olbricht, President & CEO, Olbricht Storniolo Group, Hampstead, NH