Succession Planning  

Resources 

What is Your Practice Worth in the 2013 M&A Market? Adamson Advisory, c2013

CPA Firm Succession Planning: A Perfect Storm...a roadmap for creating and implementing a succession plan, by Marc Rosenberg, CPA. Learn more, read sample pages and purchase

Valuing Your Practice For Partner Retirements. Adamson Advisory, c2013

Succession planning: The challenge of what's next. Journal of Accountancy, c2013

The Case for Mandatory Partner Retirement. Adamson Advisory, c2012

Do Your Partner Agreements Include These Six Key Provisions? Adamson Advisory, c2012

Planning and paying for partner retirements: Structuring internal succession arrangements to make buyouts self-funding. Journal of Accountancy, c2012

Succession planning: a roadmap for seamless transitions in leadership. Momentum Books, LLC, c2011. Publisher: Plante Moran. 250 ACC HER 2011 007646*

Putting a Practice Up for Sale. Build Your Firm, c2011

Five Merger Tips to Help You Seal the Deal. Gary Adamson, c2011

Who would run your firm? Practice continuation agreements help plan for the worst. Journal of Accountancy, c2011

Securing the future : succession planning basics - American Institute of Certified Public Accountants, Inc., c2010. 198 pages. 250 ACC REE 2010 000835*

Securing the future : taking succession to the next level - American Institute of Certified Public Accountants, Inc., c2010. 297 pages. 250 ACC REE 2010 007487*

Guide to exit strategies for business owners. Practitioners Publishing Company, c2004. 1 volume. 250 ACC OWE 002815*

*Contact the Information and Research Center kto check out these publications.

 

CPE onDemand . . . education when you want it

• Why the Future is Now! Merger, Acquisition, Transition and Succession in our Profession
  This ICPAS course will provide a look into the future of our profession and the effect of the aging and changing business demographics. You will learn the do's and don'ts of growing your practice by acquisition or selling your practice: as well as what steps to take to grow your practice and enahce its value. Learn more and register

By Owner Buy, Sell, Merge Opportunities (Illinois CPA Society) Succession Match (Connecticut CPA Society) AICPA???

Brokers Accounting Practice Sales Adamson Advisory Transition Advisors logo and link.  articles or blogs we could link to as well?

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