Succession Management
Our articles on Succession Management are listed below. Click here to return to the top level of our Knowledge Center.
Best Practices for Ownership Transition Handout.PDF
989.49 KBBest Practices for Ownership Transition Handout.PDF This is the downloadable slide handout to accompany the video Best Practices for Ownership Transition (based on 2016 PCPS Succession Institute...
Building a Better, Faster, and Stronger Bench 4: Tying It All Together with a Compensation System Handout.PDF
499.95 KBBuilding a Better, Faster, and Stronger Bench 4: Tying It All Together with a Compensation System Handout.PDF This is the downloadable slide handout to accompany the video https://www.successioninstitute.com/building-bench-4-compensation-system/ <Handout...
Building Your Firm’s Succession Plan: Part 1 of 3 Handout.PDF
1.37 MBBuilding Your Firm’s Succession Plan: Part 1 of 3 Handout.PDF This is the downloadable slide handout to accompany the video https://www.successioninstitute.com/succession-plan-1/ <Handout is password...
Building Your Firm’s Succession Plan: Part 2 of 3 Handout.PDF
373.04 KBBuilding Your Firm’s Succession Plan: Part 2 of 3 Handout.PDF This is the downloadable slide handout to accompany the video https://www.successioninstitute.com/succession-plan-2/ <Handout is password...
Building Your Firm’s Succession Plan: Part 3 of 3 Handout.PDF
543.04 KBBuilding Your Firm’s Succession Plan: Part 3 of 3 Handout.PDF This is the downloadable slide handout to accompany the video https://www.successioninstitute.com/succession-plan-3/ <Handout is password...
Equity Allocation and Reallocation - Part 1
172.93 KBIn my next series of columns, I want to address the issue of equity – how it is commonly allocated to begin with, and then making adjustments to it over time. For many firms, the idea in the beginning...
Equity Allocation and Reallocation - Part 2
223.97 KBIn my last column, we concluded by saying, “we will take a more in-depth look at the common pitfalls we find with ownership distribution, issues to avoid in ownership distribution and finally, processes...
Equity Allocation and Reallocation - Part 3
73.82 KBA REALLOCATION PROCESS In my last column, we reviewed how changes in ownership, without proper planning, can easily alter the decision-making dynamics in a firm forever. With this column, we want to introduce...
Make Sure Your Buy-Sell Agreement Fits Your Business Model-reprinted with permission of Today's CPA
0.00 KBWith each passing year, more CPAs in public practice will be searching for an acceptable exit strategy. Most CPAs practicing in public accounting are in smaller firms and that segment of the profession...
Managing Succession Fundamentals Part 1
338.28 KBMISDIRECTION IN SUCCESSION MANAGEMENT You can’t go a week without seeing some article or blog focused on succession management and everyone seems to have a different opinion as to what is important when...
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