Succession Planning Resources

Succession planning can be as much fun as picking out new tires for your car. But it's important. The sooner you start planning for transition, the more value will be retained in the firm or business. Here are some resources to help you successfully navigate the process.

OSCPA Spotlight Video Series

OSCPA's Gary Hunt sat down with Gary Adamson, CPA of Adamson Advisory, a CPA practice management consulting firm for a multi-part series on what CPAs need to know about succession planning.

Strong Bench, Smooth Succession

We spoke with succession planning guru Gary Adamson, CPA about the importance of building a solid "bench" at your company. Find out what that means and how to get started.

CPAs and the Retirement Boom

Baby boomers are just starting to reach retirement age in huge numbers. We discuss the implications of that for CPAs with Gary Adamson, CPA of Adamson Advisory, a CPA practice management consulting firm.

Young CPAs and Succession Opportunity

Most succession planning talk is tailored toward CPAs approaching retirement. But Gary Adamson, CPA of CPA practice management consulting firm Adamson Advisory, has some ideas for young CPAs on how they might benefit when practices are in transition.

Innovative Deal Eases Succession

There is a new type of transition plan CPAs approaching retirement should know about: The two stage deal. Gary Adamson, CPA of a practice management consulting firm, discusses how such a deal can make executing a succession plan an easier process for both sole practitioners and acquiring firms.

Latest News:

  • Feb 28, 2014

    Succession planning key concern for firm partners

    Planning for a firm’s succession tops the list of concerns facing U.S. accounting firms. OSCPA's new resource helps firms address this concern.
  • Feb 28, 2014

    Succession fundamentals – Part 1

    You can’t go a week without seeing some article or blog focused on succession management and everyone seems to have a different opinion as to what is important when addressing succession. So, I thought it was time we challenged some of the more common misdirection that we have read in recent advice columns.
  • Feb 28, 2014

    Succession planning remains key concern for firm partners

    Planning for a firm’s succession near top of list of concerns the top issues U.S. accounting firms face, according to the 2013 Private Companies Practice Section CPA Firm Top Issues Survey.
  • Feb 28, 2014

    Succession fundamentals – Part 2

    As committed, this column will pick up by identifying foundational issues of a good succession plan. I will conclude this series by addressing why and how the initiatives identified in the first article need to be redirected or refocused to be part of an effective succession plan.
  • Feb 28, 2014

    Cautionary tales on the road to succession

    Succession planning has become a top priority for CPA firms. That’s one clear message of the 2013 PCPS CPA Firm Top Issues survey. Back in 2011, when the survey was last taken, only the largest firms cited succession as a critical concern. This year, however, it was identified as a hot topic for nearly all firm segments.
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Additional Resources

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OSCPA members have access to exclusive CPE and consulting opportunities from the Succession Institute. This partnership provides small firms with an affordable and effective solution for succession planning and practice management resources.

Accounting Practice Sales brings clients the most qualified buyers, the best price, acceptable terms, and a smooth execution. What we can do for you, and how we create value, will more than compensate for our fee.