Are You Prepared

For Your Succession Plan?

Succession Planning

Succession planning is not a spectator sport. When it comes to succession planning for a small business, CPAs make it their job to counsel clients on the pitfalls of leaving their business and personal futures to change – planning is one of the sound fundamentals on which success is built. Good advice, but CPA firms themselves reveal that they are not preparing sufficiently for their own futures. Succession planning and building a strategy for the future transition of the leadership/ownership of the firm rates very high on the scale of importance, with 94% of survey participants saying it is important or very important. But how many have plans?

Succession Planning Study

Reconsider your point of view with KPMG’s report on the state of CPA firm succession planning. Highlights in this full report include many additional insights. Here are just a few:

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