PCPS Succession Planning Resource Center
Succession Planning Guide & Tools
As you develop a succession strategy, use the entire guide or only the sections, templates and tools that pertain to your firm. You can also use these tools to structure a successful M&A deal by developing clarity around a target firm’s position in the marketplace.
Succession Podcast Series with Transition Advisors LLC
Listen to either the sole practitioner series or multi-partner series as you prepare your firm for the future. There are six podcasts in each series and each are approximately 20 minutes.
Have you considered what will happen to your family if something happens to you? If you don’t have a practice continuation agreement, the value of your practice could disappear quickly. Use this kit and sample agreements to secure your practice for an unforeseen event.
Use the most recent succession survey as a baseline for trying to develop your succession plan or as a comparison tool if you already have a plan in place. You’ll find data on governance structure, roles for retiring partners, guidelines for transition requirements and more tips from firms of all sizes.
Additional Resources
Switching Gears Lifestyle Process
This retirement coaching program was developed to help retiring partners craft a successful post-employment lifestyle and ease into retirement. A highlight of the program includes eight individual coaching sessions.
Small Firm Mergers & Acquisitions
Three small firm owners provide their best practices and lessons learned during recent firm mergers and acquisitions.
