* The Succession Institute, LLC is not a CPA Firm

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Posted: July 21, 2008 at 2:44 pm   /   by   /   comments (0)

The owners of Succession Institute are proud to introduce you to their recently published books.

Firms with the most successful succession strategies begin planning well before partners are ready to retire. To help firms develop long term succession planning goals and processes, and create an infrastructure that is built for sustainability, we are confident that our succession series will offer plenty of food for thought.

However, if your focus right now is on enhancing client loyalty (to better retain your good clients), increasing revenues (to find new opportunities to help your existing clients) and training your people on how to better live up to the trusted business advisor role, we think our new book on Becoming a Trusted Advisor will shine a spotlight on creating a path to get you where you want to go.

Finally, high-performing professionals might want to review the Overachiever’s Guide to Getting Unstuck to help them avoid being trapped by their own plans, expectations, and priorities and achieve new levels of success and satisfaction.
This book lays out a thoughtful process for determining what drives you, what gets you stuck, and how to feel a greater sense of fulfilment (happiness and success) from whatever you take on in life.


securing the future pic from aicpa website july 2014.jpgSecuring the Future
Volume 1: Building Your Firm’s Succession Plan

Is your firm poised for long-term success and viability? Do you even know what that looks like for your firm?

The reality is that most CPA firms have their work cut out for them if they want exiting partners to retire comfortably and future leaders to flourish. In the new edition of this popular book and its companion workbook, Reeb and Cingoranelli impart the same no-nonsense advice on succession planning and management that they share with their clients, providing you with the benefits of their years of experience, research, and methodologies.

Volume 1 covers fundamental succession and management concepts to ensure that every partner and manager is on the same page and working toward a shared vision.
After reading this book you will be able to:

  • Take steps to maximize your firm’s value
  • Shore up your business strategy and operations
  • Remove personal preferences and entitlements from partner discussions
  • Build a strong partner group
  • Ensure your firm survives the departure of key people by creating or improving your succession plan, and more!

Securing the Future Volume 2: Implementing Your Firm’s Succession Plan
Once your firm’s leadership is on board with the fundamental concepts, Volume 2 provides your implementation team with the tools and resources they need to make it a reality.

This workbook includes the tools, tactics, and strategies you need to draft a customized plan and see it through. Each chapter includes expert-developed exercises, forms, and checklists tailored to each phase of the planning process. Also available as a PDF Toolkit to simplify your planning!


mtba book.jpgBecoming a Trusted Business Advisor: How to Add Value, Improve Client Loyalty, and Increase Profits

Being your clients’ Most Trusted Business Advisor is not about selling and making pitches. It’s really about showing an interest in your clients, asking the kind of questions that will help you learn what is important to them, and then listening. Based on the AICPA’s successful Trusted Business Advisor Program and intended for CPAs who want to take their consulting practice to the next level, this workbook provides approaches to help you do just that.


The Overachiever's Guide to Getting Unstuck: Replan, Peprioritize, ReaffirmThe Overachiever’s Guide to Getting Unstuck: Replan, Reprioritize, Reaffirm

Do you feel trapped by your own plans, expectations, and priorities?

As a CPA, successful entrepreneur, consultant, volunteer, husband, father, and martial arts enthusiast, author Bill Reeb knows first-hand how easy it is to let your own goals and ideas keep you from moving forward. He’s spent years analysing the roadblocks he regularly encounters in his own life, in addition to the obstacles that he sees his high-achieving clients struggle with on a daily basis.

Drawing on his experience as a leading business consultant and his years of martial arts training, Reeb developed a logical and dynamic process for getting more out of life and avoiding the pitfalls that are often part and parcel with a high-achievement mind set.

Being “stuck” takes on many forms, from simply failing to change course when you know you should, to circumstances that are complicated by family commitments and financial constraints. Reeb’s process of replanning, reprioritizing, and reaffirming is flexible enough to apply to any barrier, big or small, that you run into.

Rely on the advice and tools in this book to help you:

  • Determine what drives you
  • Recognize the early signs of being “stuck”
  • Learn to work “better” instead of “harder”
  • Balance conflicting priorities
  • Set boundaries
  • Manage your time
  • Align what you think with what you do
  • Move past roadblocks
  • Derive a greater sense of fulfillment from what you take on in life

Online Training – SI Practice Management Resource Center
Our online self-study courses are accessed through our SI Practice Management Resource Center. We continue to routinely populate the site with more classes for CPAs, with a number of computer-based training and all-video courses available for CPE credit. Read more here, download a complete list of available online courses with pricing here, or just enter our SI Practice Management Resource Center to take a look for yourself.

If you are interested in any of our offerings, please use the “Contact Us” link at the bottom of any webpage to let us know how we might be able to help.  We look forward to serving you.