Succession Planning Survey

Succession Planning and Valuing Your Accounting Firm in 2012

The PCPS and Succession Institute’s Succession Planning Survey (SPS) seeks to help firms of all sizes achieve their transition goals by understanding trends in succession management. The results provide a comprehensive review of today’s succession landscape. Practitioners can use the survey results to assess their firm’s policies against peers to identify potential changes to strengthen the firm’s future.

The survey responses is broken down by firm size into two categories: Solo Practitioners and Sole Proprietors; and Multi-Owner Firms. The SPS, conducted every four years, helps identify areas where new tools and resources may be needed to help practitioners address current challenges.

2016 Succession Planning Survey

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

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.