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Succession Readiness Assessment Logo aicpa

  Joel Sinkin and Terrence Putney, CPA |   Free |   AICPA |

This resource will provide you a guide for:

  • Ascertaining if your firm has the talent on your bench to execute internal succession for your partners
  • Creating an internal succession team
  • Alternatives in the event you decide internal succession is not a viable strategy
Topics covered:
  • Firm practice management: Technical: Strategic planning: Succession planning, Intermediate