Take the 2020 Succession Planning Survey
Do you know who will be leading your firm in the future? Have you identified the challenges you face in positioning your firm for a successful transition? PCPS and Succession Institute are seeking to help firms like yours achieve their succession goals by understanding trends in succession management. The 2020 Succession Planning Survey has been completed. We are in the process of analyzing the results and identifying trends from past surveys. The results will be shared in the near furure.
2016 Succession Survey results
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.
Getting Your Succession Planning on Track
Not sure where to start your succession planning journey? Start with these tips for sole proprietors and multi-owner firms.
Check out these webcasts to review the 2016 Succession Survey results and Best Practices!
- Click Start The Program
- Login using username: free
- Enter password:
- The Succesion Landscape password: survey
- Best Practices for Ownership Transition password: survey2
- Note that passwords are case sensitive (all lower case).
- Select your connection speed of either 1250k of 400k.