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.
2020 Succession Planning Survey
The 2020 SPS has been completed. Preliminary information and analysis is shared in the webcast below. Additional commentary and analysis will be provided in the near future.
The Succession Landscape: 2020 Succession Planning Survey Results
This webcast will cover a summary of key findings from the survey, including current succession planning challenges and practices in the CPA profession.
Succession Implementation Ideas
This webcast takes a deeper dive into the highlights found in the 2020 survey and focuses directly on the most important steps firms must implement to ensure profitability, transition of ownership and long-term sustainability.
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.
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.