A complete succession planning resource
The Succession Planning Toolkit has the tools you need to plan, implement and execute an exit strategy:
- Comprehensive step-by-step strategies for maximizing the profitability of your practice now so you can increase its value for future succession.
- Three modules of real-world guidance — Getting Started, Getting Ready, and Making Your Move
- Self-assessment checklists and planning forms — with useful Word templates on CD-ROM that you can customize to meet the particular circumstances of your accounting practice.
Make your next move count
The Succession Planning Toolkit can help.
Three easy-to-use modules, case studies, checklists and forms
Each module provides a summary of major issues, practice self-assessment checklists and a form to help you build an action plan to reach your goals.
Module 1 — Getting Started
Sets the stage with practical strategies for identifying your options and making the right decisions now as you start planning for the future.
Module 2 — Getting Ready
You've decided your best course of action. Now it's time to proactively set a plan in place to maximize the value of your practice.
Module 3 — Making Your Move
It's time to execute your plan and monitor your progress towards your goals. Real-world guidance for identifying and attracting the right buyer while balancing the needs of an ongoing practice.
Case Studies
Checklists and Self-assessment Forms
The comprehensive case studies and easy-to-use checklists and forms guide you through the process of successfully planning your exit strategy … at a time and price that works for you. Use the value-added Word templates provided on CD-ROM to customize the checklists and forms to meet your particular circumstances.
About the author
Stephen J. McIntyre-Smith Ph.D., MIDM
After a highly successful career in public accounting and the sale of his own practice, Steve established MFA Group Inc., a consultancy firm that provides a comprehensive range of services to public accounting firms.
The right tools for your next business move
An extremely helpful, comprehensive roadmap... the right balance of research, anecdotes, and hands-on checklists.
Sean Haggerty, MBA Chief Operating Officer, SB Partners LLP
A great tool for any practitioner who needs to know what to do, and when and how to do it ... I highly recommend it for anyone who is planning an exit strategy… as well as for practices that need a "health check-up".
Rob Neill, FCA
Durward Jones Barkwell & Company LLP
The first port of call for anyone thinking of buying, selling or merging an accounting practice ... practical guidance that can help you avoid the pitfalls and ultimately negotiate a better deal.
Richard Lemoine C.A., C.F.P.
LH Group Chartered Accountants
The Succession Planning Toolkit
Order today. We have the tools to help you build a solid exit strategy. Questions about the Toolkit? Contact: 416-977-0748
This toolkit is also available in the following combos:
ISBN: 1-55385-165-X; eBook: 978-1-55385-667-2
Publication Date: 2005
