Succession Advisory Membership
Membership provides:
- Succession Readiness Assessment
- A Comprehensive newsletter
- Special, no-charge, offer for firms interested in short or long term succession:
- Valuation of your firm
- Deal structure recommendations
- How to choose the “right” successor firm
- Internal Succession Readiness assessment
- In certain cases, our panel of experts can assist in merger or acquisition transactions at no additional cost to you.*
- Assistance with merging, buying and selling. We create compatible matchups based on information submitted by members and through our panel of experts*
- Book of over 30 articles on succession/mergers & acquisitions
- Free attendance at CPA Leadership Institute Mergers and Succession Planning webinars
The key operating philosophy we will be utilizing will be always working with complete confidentiality. We are obsessively devoted to the protection of your privacy. We pledge that any information you submit to us will be revealed to no one without your consent. We will use the information solely to provide you insights, firm valuation and with your explicit permission only, identifying compatible “partners.” When a strong candidate is identified that may be helpful to your succession goals, they WILL NOT obtain your name without you providing your permission first as well as us letting you know who they are in advance!