Quick Start Guide
The Succession Planning Quick Start Guide webpage includes a PDF chapter Practice Summary Sheet. The Practice Summary Sheet that can be used for buyers or sellers when considering a sale, merger, or other plan of succession
Published on February 20, 2013
ASB ED of a Proposed SSAE, Attestation Standards Clarification and Recodification
In this comment letter, TIC comments on ASB ED of a Proposed SSAE, Attestation Standards: Clarification and Recodification (Chapters 1-4
Published on January 14, 2014
Succession Planning Resource Center
The Succession Planning Resource Center offers small to medium-sized firms the resources they need to make their firms succession-ready. The material has been developed from a big-picture, holistic perspective to help practitioners effectively address their succession management needs.
Published on February 24, 2014
Strategy and Planning
Strategic planning is the foundation for growth and sustainability. Understand top issues facing practicing CPAs across the country and join a community where you can easily network with peers and share creative strategies and solutions for practice management success. Achieve your short-term and long-term goals with succession planning resources, guidance
Published on February 04, 2014
Advocacy-PCPS Technical Issues Committee
The PCPS Technical Issues Committee (TIC) works diligently to provide the small-medium size firm perspective in the standard-setting process.
Published on February 10, 2014
Key Elements to a Partnership Agreement
Chapter 11, Key Elements to a Partnership Agreement, includes a PDF chapter and related tools. The chapter page includes a Practice Continuation Agreement template that can be used as a...
Published on January 10, 2013
Merging Your Firm
Chapter 5, Merging Your Firm for Succession Planning, includes a PDF chapter, along with a video and tools. It will walk readers through the considerations that should be made and...
Published on January 24, 2013
Turning Out the Lights
Chapter 7, Turning Out the Lights, includes a PDF chapter, along with a video and tools. Chapter extras include client evaluation spreadsheet, a Sample Practice Continuation Agreement and an article...
Published on March 06, 2013
Chapter 10, Due Diligence, includes a PDF chapter and related tools. The chapter page includes tools that can be used for buyers or sellers when considering an exchange: a Due...
Published on January 03, 2013
Developing New Leaders
Chapter 6, Developing New Leaders for Succession Planning, includes a PDF chapter, along with a video and tools. Chapter tools include checklists for training and developing employees and shareholders
Published on February 28, 2014