Get up to speed on small firm succession trends
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Professional Insights

Get up to speed on small firm succession trends

1 year ago · 3 min read

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Every firm experiences ownership change at some point, whether it’s because of owner retirement, promotion of new partners or a merger or acquisition. The Private Companies Practice Section (PCPS) and Succession Institute, LLC’s 2020 CPA Firm Succession Planning Survey offers unique insights into how firms are managing succession considerations. Here are select findings, along with advice on how firms can strengthen their succession plans.

We’re in the midst of a leadership change. The survey showed that 44% of solo practitioners

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