* The Succession Institute, LLC is not a CPA Firm

Testimonials


Dominic did a great job of jumping into the project and getting to know the players and issues. We had some challenges with interpersonal relations and Dom was able to get the players to the table and re-establish dialogue that was key in delivering a successful project.

-Jeff Hale, Project Manager, Nevada Department of Transportation, Reno, NV


I have known and trusted Dom for many years now. Over the past few years, Dom has facilitated organization planning and strategy for the Board of Directors and staff of the Pueblo Economic Development Corporation (PEDCo). His depth of knowledge and his ability to herd cats has been invaluable in defining how we needed to modify our workings and move the organization forward. I wholeheartedly endorse Dom's abilities in organizational strategy, planning, and facilitation.

-Ken Conyers, Senior Engineer, Short Elliott Hendrickson Inc., Vadnais Heights, MN


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


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


What began before engaging Bill for an Information Technology project was redirected and expanded with Bill's leadership and practical approach to become a dynamic process improvement initiative and strategy. This endeavor ultimately resulted in the redesign and automation of all processes supporting operations while stimulating a cooperative cross-functional process likely never experienced in the 100+ year history of our organization. Bill became a director of strategy, cultural change agent, project leader and personal mentor which helped to transform and dramatically strengthen our Company for the future. He is clearly the best consultant I've worked with in my 30+-year professional career.

-John Gordon, CPA, CITP, Former Vice President-Finance and Chief Financial Officer, National Lime & Stone Co., Findlay, OH


Dom Cingoranelli's leadership was instrumental in affording CEI the ability to gain clarity and achieve its 5-year goals. Dom's ability to keep my senior management team focused on our mission statement and the future challenges this market would bring, helped us meet our 5-year goal in 3.5 years.

-Joe O'Dea, Secretary/Treasurer, Concrete Express, Inc., Denver, CO


This has been a really impactful leadership session and it has been great getting to meet many of the current and future leaders of the TSCPA.

-Matt Stegmoyer, CPA, Professional Resource Director, The Siegfried Group, LLP, Houston, TX


I just wanted to thank you for the last two days. You have an amazing talent and the knowledge and experience to go with it. That was in my mind the best retreat we have ever had in the last 27 years.

- David J. Cassady, Chief Growth Officer, Cassady Schiller CPAs & Advisors, Cincinnati, OH


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


Bill Reeb's Leadership Course has been an overwhelming success for CalCPA. It seems like everywhere you turn, behind the leadership in the Society, in firms, and in industry is a graduate of Bill's course. For many of us, the experience has been a life and career focusing event. I highly recommend this course for any CPA at any level in any organization.

-Rusty Roy, CPA, CalCPA Central Coast Chapter President, past Chair of CalCPA MAP Committee, Roy & O'Connor, CPAs Inc., Paso Robles, CA


I have known Dom for over twenty years and he has consistently applied "big picture" thinking in his view of the accounting profession, and in particular, how CPA firms can be operated, managed and led more profitably and efficiently. He has a proven track record of helping accounting firms to become successful. Whether he is conferring one-on-one with a managing/senior partner or sharing his knowledge in a forum before a large group of practitioners, Dom simply "knows his stuff" and articulates it in an incisive and personable fashion.

-Steven Sacks, CPA, CGMA, ABC, Communication Strategist, Solutions to Results, LLC, New York, NY


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