Quick Start Guide
Overview:
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
Strategy and Planning
Overview:
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 May 21, 2013
Succession Planning Resource Center
Overview:
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 June 19, 2013
Key Elements to a Partnership Agreement
Overview:
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
Transition Roles and Responsibilities
Overview:
Chapter 8, Transition Roles and Responsibilities, includes a PDF chapter, along with a video and tools. The chapter page includes a sample partner transition plan that can be customized for...
Published on March 05, 2013
Merging Your Firm
Overview:
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
Overview:
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
Due Diligence
Overview:
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
What is the Value of Your Firm
Overview:
Chapter 9, What is the Value of Your Firm, includes a PDF chapter, along with a video and tools. The chapter page includes articles providing a deeper dive into paying...
Published on March 06, 2013
Developing New Leaders
Overview:
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 25, 2013
Selling Your Firm
Overview:
The Selling Your Firm for Succession Planning section, includes a PDF chapter, along with a video and tools. It will walk readers through the steps that should be followed and offers helpful advice on selling a practice. Chapter tools include related...
Published on February 20, 2013
Positioning Your Firm
Overview:
Positioning Your Firm for Succession Planning includes a PDF chapter, along with a video and tools that will help readers determine the best path to prepare their firm for succession. Chapter discussions include the topics of metrics and strategies...
Published on April 16, 2013
Introduction to Succession Planning
Overview:
Introduction to Succession Planning is the best place to get started on the topic. The page includes a PDF chapter on where to begin, along with a video and tools that relate to management feedback and defining partner roles and responsibilities
Published on January 07, 2013
Drivers of Change for the CPA Profession
Overview:
Drivers of Change for the CPA Profession takes an in depth look at forces affecting the CPA profession as they relate to succession planning. The page includes a PDF chapter, along with a video that will help readers comprehend the impact these changes are having and how it may them
Published on December 31, 2012
Organization and Assignment of Responsibilities
Guidance:
...tasks in practice management is organizing the firm to operate efficiently. The first step in achieving this goal is to define functions and assign responsibility for effective implementation. This chapter was excerpted from the AICPA MAP Handbook
Published on July 16, 2012