PCPS Succession Planning Resource Center
Use the most recent succession survey as a baseline for trying to develop your succession plan or as a comparison tool if you already have a plan in place. You’ll find data on governance structure, roles for retiring partners, guidelines for transition requirements and more tips from firms of all sizes.
Succession Podcast Series with Transition Advisors LLC
Listen to either the sole practitioner series or multi-partner series as you prepare your firm for the future. There are six podcasts in each series and each are approximately 20 minutes.
Practice Continuation Agreements: A Practice Survival Kit
Have you considered what will happen to your family if something happens to you? If you don’t have a practice continuation agreement, the value of your practice could disappear quickly. Use this kit and sample agreements to secure your practice for an unforeseen event.
Succession Planning Guide & Tools
As you develop a succession strategy, use the entire guide or only the sections, templates and tools that pertain to your firm. You can also use these tools to structure a successful M&A deal by developing clarity around a target firm’s position in the marketplace.