* The Succession Institute, LLC is not a CPA Firm

Testimonials


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


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


I just wanted to thank you again for the insightful session we had earlier this week in Detroit. I really got a lot of value in what we covered over the course of the last year and I think both you and Dom do an excellent job of providing us with a program that is useful and pertinent.

-Kristina Ashqar, CPA, CA, Directrice Audit & certification / Manager Audit & Assurance, PSBBOISJOLI, Montréal (Québec), Canada


We have utilized Dom and his expertise on several of our CDOT construction projects. He has facilitated our formal partnering sessions between CDOT, our prime contractors, and their sub-contractors. Dom's keen knowledge of our type of construction along with his easy-going manner makes these sessions both enjoyable and beneficial. I would strongly recommend Dom for partnering and dispute resolution meetings.

-Paul A. Westhoff, P. E., Resident Engineer, Colorado Department of Transportation, Lamar, CO


Hearing Bill Reeb speak at our HBK 2017 November Partners Meeting was clearly the highlight of the event. Not only was he spot-on in his assessment of accountability, motivation and paradigms (just to mention a few topics offered with laser-pointed insight) but also, he was able to broach difficult subjects with empathy and humor. I cannot imagine anyone walking out of his lecture who didn’t share my opinion that Bill is one of the best motivational speakers out there. The fact that he has a wealth of experience in the accounting/finance industry is quite fortunate for our firm and any wise enough to hire him as a guest speaker. This man isn’t just worth the price of admission; his recommendations are invaluable. If followed, any firm would increase morale, operations and profitability in very short order.

- James G. Fahey, PAFM, Chief Learning Officer, HBK CPAs & Consultants, Canfield, OH


Dom's article (entitled 'Our Most Recent [Unfortunate] Lesson on Leadership') hit the nail on the head. It definitely brings up the difference between being a manager and a leader. Bottom line is a leader must have the traits printed in Dom's article.

-Bill Hinton, Engineer, SEMA Construction, Englewood, CO


My professional experience with Dom Cingoranelli has always been positive. He is a resourceful, creative and practical advice giver on all levels.

-Don Banner, Attorney at Law, Pueblo, CO


Consultant isn't an appropriate title for Bill Reeb. He is more like your most valuable employee. Ignoring the fact that the decisions made would negatively affect his personal profit, Bill continued to push forward the actions necessary to do what was best for our company and it's future. I would recommend Bill as a consultant to anyone willing to listen and act upon difficult decisions.

-Pam Teich, President Lammes Candies Since 1885, Inc., Austin, TX


When it comes to tough business decisions, you often know what you should do, but you get lost in the maze of “what ifs; Bill reminds you of what really works and what really matters. As Bill would say “Don’t plan for the worst case scenario, plan for the likely scenario."

-Darsi Casey, CPA, Managing Partner, Casey, Neilon & Associates, LLC, Carson City, NV


In succession planning the objective is to combine the past with the future and make it a present feasible plan beneficial to the entities involved. Bill Reeb accomplished this mission! Another part of the equation is completing the task from beginning to end. Bill Reeb accomplished this mission!

-Nik Pry, Retired Founding Partner, Pry Professional Group, Findlay, OH


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


Bill Reeb has helped us change our firm - and more importantly my life! We used to work like crazy, sweat the small stuff, and not make that much money for a tremendous amount of effort. Now we work no overtime, treasure our employees, make a great living, and really enjoy helping our clients! How does he do it - Call him or more importantly call me I will share with you how vital Bill has been to our firm.

-Eric Rigby, CPA/PFS, Rigby Financial Group, New Orleans, LA


A few weeks after graduating from college, I substituted for my father's attendance at a seminar since he was struggling w/ diabetic complications and couldn't attend. The seminar was led by Bill Reeb. I was blown away. When my father later died the following year and my family's (now) third-generation firm almost collapsed, I bought and read from cover to cover Bill's book Start Consulting: How To Walk The Talk & used the principles therein to formulate a strategic approach to resurrecting the firm and servicing its clients. Whether he'll admit it or not, Bill has played a critical role in my success throughout my career.

-Matthew Roger, CPA, Managing Partner, Roger and Keith, CPAs, New Orleans, LA