Testimonials

"The guidance that Bill Reeb & Tommye Barie of the Succession Institute have provided our firm in making key strategic management decisions has been invaluable. Their experience and involvement have proven to be highly insightful and have given us the tools and confidence to take our firm to the next level and successfully transition through multiple partner retirements. Bill and Tommye have demonstrated a genuine interest in helping our partners, team members and firm become more successful." Tammy Vogsland, CPA, Partner C&D CPAs and Advisors

1) Bill assisted in developing our firm agreements. We had struggled with this for 25 years and spent countless dollars resulting in no progress. Bill worked his miracle in a very short period of time and today we have fantastic workable agreements that will keep our firm alive for decades to come. 2) Bill followed his first act by bringing Tommye with his on our project dealing with our capacity issues. Ultimately we successfully planned for a serious expansion of people and implemented a coaching process internally to make sure our people all have a plan for their career. 3) Next Bill and Tommye worked with our group to develop our Growth plan for the firm We are currently implementing that plan. 4) This Fall, Bill and Tommye with help us at our annual retreat. Our plan this year is to create a rolling five year strategic plan. Russell Bauknight, Bauknight Pietras & Stormer, P.A. (BPS)

 

We have been more than pleased with Bill and his Succession Institute team. He’s played a vital role in our firm’s development, growth and sustainability over the past 15 years. He has been instrumental in creating our organizational structure, crafting partner succession plans, and resolving partner conflicts. Most importantly, he has a common sense approach to developing leaders to enhance communication, accountability and performance. As managing partner, Bill is my “go to” guy for firm management advice and guidance. David Price, Managing Partner, Jones, Nale & Mattingly PLC

 

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

 

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

 

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

 

Bill Reeb is one of the best speakers I have ever heard. Audiences love him because he is both knowledgeable and entertaining. He provides practical and valuable insight into how organizations can improve and achieve success. John M. Sharbaugh, CAE, CEO, Texas Society of CPAs

 

Bill Reeb is a sure-bet. CPAs love him because he brings real, useable content to the table. Jane Egan, Executive Director, Montana Society of CPAs

 

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

 

I have known Dominic Cingoranelli for 10 years. The advice and focus Dominic provides his customers is forthright, timely, and useful. Dominic provides plans and solutions for the long-term success of his clients. He is not a typical consultant where a client spends a lot of money and is left with a stale ‘business plan.’ His persistence and dedication to his clients' success is remarkable. Because of Dom’s reputation and track-record we have long recommended Dominic to various clients over the years. Donald Appleby, Vice President, HRH of Colorado, Denver, CO

 

Dom Cingoranelli made our family aware of succession topics in a very convincing way. Without meeting with Dom, our family would never have been jump started into getting the third-generation family member installed as company president. Larry Hollar, Chairman, Hollar Seeds, Rocky Ford, CO

 

Dom Cingoranelli has been my accountant/business consultant for over 25 years. He has helped me through many business changes, including relationships with a partnership, financial planning, start-up (and closing later) a new corporation, and approaches to business problems over the years. His business acumen is exemplary. He is easy to work with, understanding, but definite in his recommendations. All my experiences with Dom have been good ones, and I certainly recommend him. Paul Radway, MD, Pueblo, CO