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PCPS Home > Resources > Succession Planning > Succession/Practice Continuation Planning

Succession/Practice Continuation Planning

In this section, we will provide you with articles on the topic of growing your own talent and preparing your current employees for future partner roles. Information is provided on succession strategy, goal setting, and easing the transition process.

 

 

 

 

 

 

Keeping it Together by Joel Sinkin and Terrence Putney (Journal of Accountancy: April 2009)

 

A 2009 Tuneup for Your Firms Succession Planning by Dominic Cingoranelli (Journal of Accountancy:  March 2009)

 

Mergers and Acquisitions of CPA Firms by Joel Sinkin and Terrence Putney (Journal of Accountancy:  March 2009)

A Goal-Based System
PCPS Member
This article describes how to develop a goal-based system so that partners know which goals they are held accountable for achieving. Learn More>>
Characteristics of Leaders
PCPS Member
One responsibility of leadership is to make sure you focus on the winners and don’t concentrate on the losers. When you focus on the losers, you are wasting the firm’s precious resources of time and money. Learn More>>
A Different Approach to Selling Your Firm: The Two-Stage Deal
PCPS Member
You have devoted years building a practice. However, you are at a stage in your career where your succession needs to be addressed. Learn More>>
Succession Planning For the Small Firm - Web Forum
PCPS Member
This 1 1/2-hour web forum took place in July 2006, 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>>