* The Succession Institute, LLC is not a CPA Firm
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Upcoming Events

Posted: October 31, 2016 at 3:54 am   /   by   /   comments (0)

Upcoming Webcasts:

  • Our video CPE webcasts cover an extensive variety of content areas to enhance your CPA firm

  • Recorded videos of previous events may be found in our video index here.

  • Please join our mailing list to be notified when new registrations become available.



Upcoming Speaking and CPA Profession Engagements:

Events all in a state of flux due to Covid Restrictions


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.

Testimonials

Thank you for (1) Being tough, but fair with me and all of my partners. (2) Always being direct and honest with us. (3) Giving out compliments when deserved, but not every day just for getting out of bed. (4) Helping us through many difficult conversations. (5) Helping us recognize when things were good but seemed not so good. (6) Your responsiveness to our needs. (7) Your sage advice. (8) Being a friend. (9) Being a professional in every sense of the word. (10) Caring about what you do so much that it oozes out of you. Most of all, thanks for being someone I felt like I could discuss anything with and know that you would not judge me, but would take what I said and try to help my firm and me be more successful. Rick Baumeister, Jr., CPA, CliftonLarsonAllen LLP, CLA Dallas, TX

Contact

Succession Institute
2603 Pearce Road
Austin, TX 78730
Phone (512) 338-1006
Fax (512) 338-1023

© 2021 Succession Institute. All Rights Reserved.

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