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We help organizations implement their unique strategies by:
• Working with them through the tough issues, and
• Customizing responses to address root causes, rather than merely treating symptoms.
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