* The Succession Institute, LLC is not a CPA Firm

Testimonials


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 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


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


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


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


We had a great experience with Succession Institute utilizing their customized leadership training program for our future partners. It’s focus was directly on point emphasizing development of these important attributes; management of employees, management of client relationships, and firm growth. We highly recommend Succession Institute for this critical training of our current and future leaders.

-Stephen A. Palmerton CPA, Assurance and Tax Shareholder, Harper & Pearson Company, P.C., Houston, TX


Succession Institute's development training program exceeded all of my expectations.  This program is a must for anyone serious about enhancing their own leadership, communication, practice development, and people development skills and/or developing such skills of their young professionals.  

-Tommye E. Barie, Immediate Past Chair, AICPA Board of Directors, Partner, Mauldin & Jenkins, Bradenton, FL


The Situational Leadership® workshop provided excellent training on how and when to apply different leadership styles. It was very eye-opening as it showed me what was and wasn’t working in my current approach to supervising staff. I would highly recommend it to anyone genuinely concerned about developing their team members.

-Joel Knopp, Audit Manager, Moore Stephens Lovelace, Orlando, FL