Plus 20 questions for introducing the topic at a retreat.
By Marc Rosenberg
CPA Firm Retreats
The best succession planning takes a step-by-step approach.
MORE ON RETREATS: Staff Likes and Dislikes about the Accounting Profession | 20 Questions to Benchmark Profitability | 27 Tough Questions Every Firm Needs to Address | 10 Benchmarking Missteps | 18 Essential Management Questions to Cover at a Retreat | 30 Marketing and Growth Questions to Cover at a Retreat | Thinking of Merging? Discuss It At a Retreat | Leave Your Retreat With a To Do List | Who Should Participate in a Retreat? | Retreat Logistics: How Long, What Kind? | Why Do CPA Firms Conduct Retreats?
1. Strategic planning: What do we want the firm to look like in 5-10 years?
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