The transition process is about making the retiring partner less attractive as the client’s first point of contact.
By Bill Reeb and Dominic Cingoranelli
CPA Trendlines / Succession Institute
The key to the client transition process is the action plan that the transitioning partner needs to follow for each client.
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For a small tax client, the directive could be as simple as a one-year transition and turning it over to whoever has been assigned to take over that account. For example, the action plan might be something like:
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