Leadership & Legacy: Piloting Succession
The Bridge®: CPA Industry Knowledge
In This Issue
Paths to Succession: Decoding Your Options
You've dedicated years to building your CPA practice. But as you look toward the future, a critical question looms: How do you ensure the legacy you've built continues to thrive after you step away?
Your Practice's Worth: Maximize It’s Value Before You Sell
Thinking about selling your practice? The first—and most critical—step is knowing its true market value. An accurate valuation is the foundation for a successful sale.
Internal Succession Readiness Evaluation
Evaluate your readiness for a smooth succession by looking at financial health, leadership pipeline, and operational structure. This will help you see what's working, and where to improve and ensure a lasting legacy.