5 Reasons CPA Firms Are Bad at Succession Planning

Older businessman with younger businessman trailing behind himPlus 6 aspects of a good succession plan.

By Marc Rosenberg
CPA Firm Retreats

What is succession planning?

Most of us think of succession planning as a process for identifying and devel­oping people with the potential to fill key leadership positions.

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There is no question that leadership development is the most important part of succession planning. But at CPA firms, much more is necessary. A successful succession plan requires: