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Building Your Firm’s Succession Plan: Part 1 of 3

Posted: May 25, 2018 at 8:48 pm   /   by   /   comments (0)

Building Your Firm’s Succession Plan: Part 1 of 3-Handout.pdf <Handout is password protected: Opens with the password for the video (case sensitive – same as for the live show)>

Description: The first three sessions in our Succession Planning Series are based on Dom’s and Bill’s two-book series published by the AICPA called Securing the Future: Building Your Firm’s Succession Plan and Securing the Future: Implementing Your Firm’s Succession Plan. These two books cover 15 areas that need to be addressed to create a robust succession plan that will ensure profitability, transition of ownership and long-term sustainability of your firm. This three-part series will cover all 15 topics!


  • Cleaning up your practice: run your firm like a business
  • Developing and implementing your strategy and why so many firms fall short in this process
  • Determining what business model you want to follow and the ramifications of the choice you make
  • Setting the value of the buyout and conditions of earning retirement benefits in line with the business model and with sustainability

A complete list of our full length videos is available on our Webcast Video Index page.
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