* The Succession Institute, LLC is not a CPA Firm

Testimonials

Bill is the consummate professional. Always knowing not only the best course of action, but how to provide momentum towards implementation. Brian P. Weber Applied Business Concepts

 

I have worked with Bill on projects over the years. Bill always knows what is going on in the profession and gives great recommendations. He has helped us in the past on some edits to our partnership agreements and he and Tommye are currently working with us on the managing partner transition. I recommend Bill and Tommye and would always be happy to discuss with anyone that is interested in using their services. G. Alan Long, CPA, CITP, CGMA Baldwin CPAs

 

Succession Institute has been the most effective consulting firm we have ever worked with. Bill and Tommye saved us months of negotiations with our latest merger with their practical leadership approach to fairly settling issues. Post- merger, they have been instrumental in redesigning our systems to meet the challenges of our larger firm. Without their guidance, we would be six to eight months behind in reaching our goals. Kelly Puryear, CPA, CGMA TRP Sumner PLLC CPAs+Advisors

 

Jay-Reese Contractors has enjoyed great assistance, guidance, and insight from our relationship with Succession Institute. Bill has been invaluable in helping us to recognize the directions we need to head in our succession process. He has helped us maneuver the many emotions and technical issues that make transition a difficult process. I highly recommend Succession Institute and their expertise. Ron Albee, PE, President, Jay-Reese Contractors, Inc.

 

I attribute part of my success in my career to my work with Bill Reeb and the Succession Institute. I have engaged Bill multiple times over the past 15 years because he delivers straight-talking, substantive, experience-based, solid business management guidance. Michael J. Delehanty, The Whisler Law Firm, P.A.

 

“Tommye’s guidance helps me stick to the plan. Too often I and other accountants can get sidetracked into taking on the wrong clients. Tommye keeps me in line to ensure I am working with the right people.” “For years I never thought a coach was necessary. Now I wonder how people succeed without it. Self-awareness is a difficult skill to notice and understand. I cannot thank Tommy and Bill enough for opening my eyes to a better way of doing things.” Zack Ryan, CPA/ABV, CEPA, Value Forward Advisory, LLC

 

“We appreciate Bill’s straight forward, direct and honest approach to consulting. He has great insight into firm structure, organization and governance. In addition, we have implemented a Partner retirement and transition plan recommended by Bill and have successfully retired 6 Partners in 7 years under that model. His guidance was critical in allowing us to reorganize our firm from an eat what you kill model to a true partnership, transition firm leadership to the next generation and allow us to grow substantially during the process.” Nate Lilleodden, CPA, Copeland Buhl & Company PLLP

 

Bill and Succession Institute has helped our Firm at critical points in our growth. Bill’s no-nonsense style and unmatched industry knowledge really catalyzed our evolution. We really value our relationship. Chris Perkins, Managing Partner, Holtzman Partners

 

SI has done a terrific job in guiding our firm from the EWYK form of practice to the one-firm operating model. The SI team has significant experience and uses impactful tools and techniques when facilitating meetings and discussions. The progress we have made would not have been possible without them. Leonard Sommer, Shareholder, Hancock/Dana

 

"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

 

The program was really well designed and effectively delivered. Bill and Tommye were both highly engaging and delivered the course in a thought provoking manner. Moshe Gruber, Tax Manager, Mazars USA, New York, NY

 

Situational Leadership training program was great because it gave me a proven model that I can intentionally follow to help become a more effective leader/manager. Cristian Campos, Senior Accountant, Kickstarter PBC, New York, NY

 

High impact two days for our team. Thanks Bill and Tommye! Myron Fisher, Member, Baldwin CPAs, Richhmond, KY

 

I thought the instructors made the workshop fun and everyone seemed engaged. Sarah Grayson, Baldwin CPAs, Richmond, KY

 

Situational Leadership is a great approach for any organization ... but if you're a CPA firm, these are the trainers you need! David Prewitt, Baldwin CPAs, Richmond, KY

 

Very informative course on the right way to manage people. Rania Roshdi, Baldwin CPAs, Richmond, KY

 

The Situational Leadership workshop provides very practical knowledge and skillset. I really appreciate it! Hirotatsu Ochiai, CPA, Partner, Manning Elliott, Vancouver (British Columbia), Canada

 

Impactful instructions for emerging leaders, this leadership training has provided practical and effective leadership recommendations. Samuel Becherer, CPA, Risk Advisory Senior Manager, Schneider Downs, Pittsburg, PA

 

Eye-opening - fundamental tools to help become a better manager/supervisor. Chris Noyes, CPA, CGMA, Senior Manager, James Moore & Co., Daytona Beach, FL

 

Situational Leadership with the Succession Institute was an eye opening experience packed full of great ideas that become easily applied in real world scenarios. I would highly recommend this course to any interested. Ben Clark, Senior Manager, James Moore & Co., Tallahassee, FL

 

I feel I will be a much more effective leader and developer of talent after completing the course. Bryan Adams, Talent Acquisition Manager, James Moore & Co., Gainesville, FL

 

The excitement our trainers provided, along with the content and knowledge, was suburb! They got us all excited about our next steps as a company and utilizing what we learned in our processes to increase our effectiveness and efficiency. We are all looking forward to our progress in the next few years and believe this will be a game changer for our company. Kelly Borrowman, Training and Development Specialist, James Moore & Co., Daytona Beach, FL

 

My biggest take-away was that I'm currently operating on whether I perceive someone as capable and expecting them to live up to my perception; moving forward I'm excited to apply the "able" factor as defined by this team to better support my team. Carrie Boynton, Director, James Moore & Co, Daytona Beach, FL

 

This course was spot on and in line with my goals as a coach and a mentor. Catherine Dwan, Senior Manager of Operations and Administration, Edelstein & Company LLP, Boston, MA

 

I enjoyed the presentation and strongly feel that the shared information is valuable for any firm. Sanndy Balseca, Tax Resource Senior Manager, Edelstein & Company LLP, New York, NY

 

Tommye and Bill are very dynamic speakers, making this learning experience unlike any other CPE I have ever taken. The opportunity to have discussions with other CPA's in similar situations is very helpful. Becky Beard, Williams, Pitts & Beard CPAs, Hernando, MS

 

Bill and Tommye do a great job of presenting management ideas and techniques in an engaging, fun manner. Definitely a great class! Alesia Knutsen, Managing Director, Conry-Taylor & Company CPAs PC, Knoxville, TN

 

Bill & Tommye are great presenters and I thoroughly enjoyed the workshops. They use real life examples to help us use their tools in our business. I highly recommend this program for Managers and Principals. Tammy Guelfo, Shareholder, HLB Gross Collins PC, Kennesaw, GA

 

Amazing engagement, insights to things I thought I knew after being in the industry for many years. Really eye opening and critical step to being more in tune to all facets of leadership. Laura Madajewski, Principal, HLB Gross Collins PC, Atlanta, GA

 

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

 

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

 

This was a very helpful training program focusing on business development and communication skills. Brandon Mayes, CPA, ABV, Partner, Jones, Nale & Mattingly PLC, Louisville, KY

 

Excellent curriculum and instructors. Through this hands-on approach with our instructors and fellow professionals in my cohort, I've been able to better apply the material to my past experiences and setting a better path for the future. Jocelyn Potter, CPA, Partner, Lance, Soll & Lunghard LLP, Brea, CA

 

Bill had great insight, especially about remote workers and how to treat them in respect to today's environment. Joseph Ellinghuysen, CPA, ABV, CVA, Tax Manager, Smith Schafer CPAs, Minneapolis, MN

 

I like how we aren't afraid to bring up a topic that no one wants to talk about... especially accountability. Steven Barber, Shareholder, Schneider Downs, Pittsburgh, PA

 

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

 

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