CPA Practice Management

Testimonials

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