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, including: selling the firm, merging the firm, developing new leadership and transitioning with retiring partners.

Access individual chapters of the guide:

1. Introduction
2. Drivers of Change for the CPA Profession
3. Positioning Your Firm
4. Selling Your Firm
5. Merging Your Firm
6. Developing New Leaders
7. Turning Out the Lights
8. Transition Roles and Responsibilities
9. What is the Value of Your Firm
10. Due Diligence
11. Key Elements to a Partnership Agreement