* The Succession Institute, LLC is not a CPA Firm

Succession Planning 1 Preview

Posted: August 21, 2017 at 8:29 pm   /   by   /   comments (0)

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 firm: Cleaning up your practice, Developing and implementing your strategy, Determining what business model you want to follow, and Setting the value of the buyout and conditions of earning retirement benefits.