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Managing and addressing the needs of your clients and firm requires a broad range of competencies. These learning resources are designed to help you understand the knowledge and skills necessary to support the management of and manage a firm practice.
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Succession Planning Guide
This guide provides the resources firms need to make their firms succession-ready. It incorporates a variety of succession scenarios that practitioners can work through,
Report Succession planning Intermediate
PCPS Firm inMotion e-Toolkit
This toolkit is an online resource to help your firm prepare for a successful journey into the future.
Tool Strategic planning Intermediate
Succession Timing Calculator
This resource will provide a means to determine when you should start to plan succession for you and the partners in your firm.
Article Succession planning Intermediate
Succession Readiness Assessment
This resource will help (1) ascertain if your firm has the talent for internal succession, (2) create a succession team, (3) alternatives if internal succession is not...
Article Succession planning Intermediate
Practice Continuation Agreements: A Practice Survival Kit
A practice continuation agreement is a practice's survival kit. This resource provides access to a wealth of information.
Article Succession planning Intermediate
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