PCPS Succession Planning Resource Center 

    Strategic planning is the foundation for growth and sustainability. Achieve your short-term and long-term goals with these tools and join a community where you can easily network with peers and share creative strategies and solutions for practice management success.

    Get help quick by contacting us directly at pcps@aicpa.org or 1-800-CPA-FIRM. Lean on PCPS to sort through the complexities of the profession and support you on the issues that significantly impact your practice and your clients. With turn-key tools specifically designed for the small firm, we are ready to help you.

    Succession assessment

    Succession Planning Guide & Tools Succession Readiness Assessment Succession Timing Calculator
    As you begin to develop a strategy for succession transition, read the entire book or only the sections, templates and tools that pertain to your firm. Is your firm ready? Assess how specific partners in your firm nearing retirement affect your firm’s ability to thrive following their exit. Use this tool as a means to determine when you should start to plan succession for you and your partners in your firm.
    Succession Podcast Series with Transition Advisors LLC.
    Sole Practitioner Series
    Title Presenter
    The first three steps in creating your succession plan (24:38)  Joel Sinkin 

    Multi-Partner Series
    Title Presenter
    Four keys to managing internal succession and determining if you have the necessary bench strength (23:29)  Terry Putney, CPA 

    PCPS Member firms can access the entire series of podcasts here.

    Additional Resources

    Succession Planning and Valuing Your Accounting Firm in 2012

    PCPS Succession Survey 
    Enjoy our largest, most comprehensive look at succession planning to date. Find out what fellow practitioners are doing, and learn from the profession’s best practices.

    Sole Proprietors

    Multi-owner Firms


    Deeper Dive into Succession Planning

    Deeper Dive into Succession Planning
    Consider these options that are offered with discounts only available to PCPS members

    Practice Continuation Agreements

    Practice Continuation Agreement
    What would happen to your clients and practice if you were to become incapacitated or were to unexpectedly pass away? Protect your practice, your clients, and your family by developing a Practice Continuation Agreement today.


    Copyright © 2006-2016 American Institute of CPAs.