6 Action Steps for a Smooth Retirement Transition

Older businessman with jacket over shoulderPlus 8 questions the retiree should ponder.

By August J. Aquila

Firms today are facing succession planning issues at an unheard-of pace. Blame it on the Baby Boomers and the overall demographics of the accounting profession and population in general.

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Over the past year I have worked with several managing partners in helping them transition from one set of leaders to another. The question I often get is, when is the time right?