* The Succession Institute, LLC is not a CPA Firm

View All Videos

Posted: December 18, 2015 at 7:55 am   /   by   /   comments (0)
Succession Institute TV
Develop a Three-Year Vision
This video is an excerpt from part one of a course series based on Dom's and Bill's newest succession planning books published by the AICPA. This course 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.
For more information, vist:
Succession Planning 1