PCPS succession planning survey
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Professional Insights

PCPS succession planning survey

9 months ago · 2 min read

The PCPS and Succession Institute’s Succession Planning Survey 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 are broken down by firm size into two categories: Solo Practitioners and Sole Proprietors; and Multi-Owner Firms. The Succession Planning Survey, 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

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