* The Succession Institute, LLC is not a CPA Firm

CPA Strategic Planning

Posted: October 2, 2007 at 12:14 am   /   by   /   comments (0)

Planning includes a variety of services centered around charting and maintaining a successful course for your business, such as strategic, tactical and succession planning. This category also includes technology planning at a strategic level. Bill and Dom have provided assistance in these areas as:

  • Facilitators who help the management team formulate strategies and action plans;
  • Consultants brought in to focus on the implementation of various aspects of the overall strategy; and
  • Members of boards of directors and advisory boards.

Their experience in planning for their own companies and hundreds of others gives them a unique insight as to how to avoid common pitfalls as well as leverage numerous success strategies. In addition, providing added-value to the planning process, Bill and Dom also offer survey services to their planning clients.

Retreat Survey Sample
Click on the link above if you want to review a sample of a common survey used by CPA firms prior to their partner/shareholder retreats. Similar versions of this exist for contractors, other for-profit entities and for non-profit entities. As part of the development process for these surveys, the questions are customized (added, dropped and modified) to the meet the specific needs of the organization.
The surveys are distributed electronically and usually sent to not only the retreat participants, but to another 15-20 key people in order to obtain a broader perspective of the issues on the agenda.

Click here to read more about our planning services including strategic planning retreats.