Strategic Planning Virtual Facilitator™ Preview
This product provides small CPA firms with step-by-step video instructions and downloadable forms/tools to help you organize, orchestrate and develop your own strategic plan. It provides a video overview with virtual facilitation sessions for each step of the strategic planning process, including plan development and implementation tools.
Succession Planning 1 Preview
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 […]
Voting Rights and Equity Distribution
This video is an excerpt from part three of a webcast series based on Dom’s and Bill’s succession planning books published by the AICPA. This webcast covers nine 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 […]
Technical Partners Roles and Responsibilities
This video is an excerpt from part three of a webcast series based on Dom’s and Bill’s succession planning books published by the AICPA. This webcast covers nine 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 […]
Governance Roles and Responsibilities
This video is an excerpt from part three of a webcast series based on Dom’s and Bill’s succession planning books published by the AICPA. This webcast covers nine 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 […]
Q. Time to Meet with Clients
This video is an excerpt from part three of a webcast series based on Dom’s and Bill’s newest succession planning books published by the AICPA. This webcast covers nine 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 […]
Managing Partner’s Responsibilities
This video is an excerpt from part three of a webcast series based on Dom’s and Bill’s succession planning books published by the AICPA. This webcast covers nine 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 […]
Competency Model, Vision and Strategy
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 […]
Q. Clients Not Transitioned Appropriately
This video is an excerpt from part three of a webcast series based on Dom’s and Bill’s succession planning books published by the AICPA. This webcast covers nine 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 […]
People Leaving and Competing
This video is an excerpt from part three of a webcast series based on Dom’s and Bill’s succession planning books published by the AICPA. This webcast covers nine 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 […]
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.