Tips for Success in the Partner Goal Process
This video is an excerpt from part two of a webcast series based on Dom’s and Bill’s succession planning books published by the AICPA. This webcast covers two of the 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 […]
Develop a Three-Year Vision
This video is an excerpt from part one of a webcast series based on Dom’s and Bill’s succession planning books published by the AICPA. This webcast covers four of the 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 […]
Assertiveness is Not Being Aggressive
This video is an excerpt taken from a webcast that lays out a step-by-step approach to creating the processes you need to more effectively manage your firm, your people and their ongoing development.
Introduction to Succession Institute
A quick introduction to our company and owners.
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.