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 
The 2016 CPA Firm Succession Survey was fielded this spring. Preliminary results will be released at AICPA Practitioners Symposium and Tech+ Conference: June 5-8, 2016 in Las Vegas, NV. Full reports and analysis will be available here later this summer. 

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.


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