Succession Advisory Membership Information

CPA Leadership Institute has launched its new Succession Advisory Membership. 

Registration

Click on a link below

Any CPA firm that is, or will be, considering a short term or long term succession plan (including growth by merger or acquisition) will not want to miss this opportunity.

Membership provides:

• Succession Readiness Assessment
• A Comprehensive newsletter that includes:
  • Case studies on the experiences of other firms
  • Results of benchmarking surveys with analysis of results
  • Ask the Expert Forum
• 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

CLICK HERE FOR DETAILED BENEFIT INFORMATION

To help you evaluate this membership opportunity, we are providing a sample issue of The Succession Advisory Report. It is published 6 times per year on-line. Click here to see the latest Report.

  * We are devoted to the protection of your privacy. Please review our confidentiality commitment and our fee statement here.

** If you are currently a Premium Member of the CPA Leadership Institute, you can click the link above to upgrade to a Professional Membership, then return to this form and join as a Succession Advisory member.

Questions?  Please contact us at [email protected].