Succession Planning Product Overview

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Does your firm have a succession planning strategy? We offer a variety of products on the subject: Securing the Future, Building a Succession Plan for Your Firm, by Bill Reeb Succession Planning: Strategies to Protect the Value of Your Firm Succession Planning White Paper Succesion Planning Web Forums- Succession Planning For the Small Firm - Web Forum PCPS Member Only This 1 1/2-hour web forum is presented by Joel Sinkin of Transition Advisors. Geared toward the small firm, this session assisted participants in gaining an understanding of the important details of designing a succession plan for their firm. Learn More>> “How to Make your Firm Attractive for Succession, Merger or Acquisition” PCPS Member Only Presented by Bill Reeb, CPA CEO of the Succession Institute LLC, Is your firm ready for succession? If you plan to sell when you retire, is it an appealing target for buyers? Many practitioners will face these questions in the coming years as the Baby Boom generation partner group heads into retirement. Learn More>>