5 steps to a great succession transition
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5 steps to a great succession transition

1 month ago · 3 min read



For accountants and their firms, succession planning is a process that should begin early and be revisited often. And it’s a process that is – or at least should be – well underway at most practices.

Consider the following. In the most recent PCPS Succession Planning Survey—taken in 2020—44% of the sole or solo practitioners polled indicated they were planning to retire in the next five years, with an additional 31% expecting to retire in the six to 10 years.

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