Succession Planning Knowledge Hub

Identifying future needs, evaluating the talent pipeline and keeping revenue strong are key aspects of succession planning. Find out what kind of leadership is needed to transition owners to the next phase and what role private equity can play. 

Review our collection of articles, events and resources below.  

Content

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ARTICLE

7 Retirement Tips for Small Firm CPAs

 September 22, 2025 Source: Journal of Accountancy
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ARTICLE

CPA Firm Ownership Under Fire

 September 4, 2025 Source: CPA Trendlines
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ARTICLE

13 Reasons Why Accounting Firms Merge

 September 4, 2025 Source: CPA Trendlines
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ARTICLE

Key Factors in Practice Value

 July 9, 2025
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BLOG

Private Equity in Accounting: Understanding Your Options in the New Normal

 June 26, 2025
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PODCAST

Navigating Succession Planning

 June 16, 2025
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ARTICLE

25 Predictions for the Future of Public Accounting

 March 4, 2025
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PODCAST

Uncovering Solutions for the Accounting Talent Gap

 January 28, 2025
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NJCPA and Third-Party Events

November 4, 2025Live Webcast
Mergers & Acquisitions: Tips and Speed Bumps to Avoid
November 7, 2025Spring Lake
Monmouth/Ocean Chapter
Accounting Firm Evolution: Deal Structures, Benefit Strategies and A&A Insights
November 11, 2025Live Webcast
Mergers and Acquisitions: Complete Guide to Relevant Issues
November 13, 2025Live Webcast
Insurance and Financial Institutions Conference (Day 2)
November 17, 2025Live Webcast
New Mergers & Acquisitions: Tricks, Traps, & Terrors
November 18, 2025Live Webcast
Linking Risk Management to Strategy
November 18, 2025Live Webcast
A Complete Tax Guide to Exit Planning
November 19 - 20, 2025Chicago
Private Equity Summit
November 21, 2025Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
November 21, 2025Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
November 29, 2025Live Webcast
A Complete Tax Guide to Exit Planning
December 2, 2025Live Webcast
Linking Risk Management to Strategy
December 9, 2025Live Webcast
Mergers & Acquisitions: Tips and Speed Bumps to Avoid
December 17, 2025Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
December 19, 2025Live Webcast
A Complete Tax Guide to Exit Planning
December 24, 2025Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
December 26, 2025Live Webcast
Mergers and Acquisitions: Complete Guide to Relevant Issues
December 26, 2025Live Webcast
New Mergers & Acquisitions: Tricks, Traps, & Terrors
January 2, 2026Live Webcast
Mergers & Acquisitions: Tips and Speed Bumps to Avoid
January 13, 2026Paterson
Passaic County Chapter
Succession Planning | Malpractice Insurance
January 16, 2026Live Webcast
Mergers and Acquisitions: Complete Guide to Relevant Issues
January 17, 2026Live Webcast
New Mergers & Acquisitions: Tricks, Traps, & Terrors
January 21, 2026Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
January 22, 2026Live Webcast
Linking Risk Management to Strategy
February 5, 2026Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
February 6, 2026Live Webcast
Mergers & Acquisitions: Tips and Speed Bumps to Avoid
February 11, 2026Live Webcast
A Complete Tax Guide to Exit Planning
February 23, 2026Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
February 26, 2026Live Webcast
New Mergers & Acquisitions: Tricks, Traps, & Terrors
February 27, 2026Live Webcast
Mergers and Acquisitions: Complete Guide to Relevant Issues
March 2, 2026Live Webcast
Mergers & Acquisitions: Tips and Speed Bumps to Avoid
March 16, 2026Live Webcast
Mergers and Acquisitions: Complete Guide to Relevant Issues
March 16, 2026Live Webcast
Linking Risk Management to Strategy
March 17, 2026Live Webcast
New Mergers & Acquisitions: Tricks, Traps, & Terrors
March 19, 2026Live Webcast
Controllership Skills Update: Mergers, Acquisitions, and Alliances
March 23, 2026Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
April 6, 2026Live Webcast
Mergers & Acquisitions: Tips and Speed Bumps to Avoid
April 9, 2026Live Webcast
A Complete Tax Guide to Exit Planning
April 24, 2026Live Webcast
Mergers and Acquisitions: Complete Guide to Relevant Issues
April 25, 2026Live Webcast
New Mergers & Acquisitions: Tricks, Traps, & Terrors
April 25, 2026Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
April 30, 2026Live Webcast
Linking Risk Management to Strategy
May 7, 2026Live Webcast
Mergers & Acquisitions: Tips and Speed Bumps to Avoid
May 16, 2026Live Webcast
Mergers and Acquisitions: Complete Guide to Relevant Issues
May 18, 2026Live Webcast
New Mergers & Acquisitions: Tricks, Traps, & Terrors
May 18, 2026Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
June 13, 2026Live Webcast
Mergers & Acquisitions: Tips and Speed Bumps to Avoid
June 15, 2026Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
June 26, 2026Live Webcast
Mergers and Acquisitions: Complete Guide to Relevant Issues
June 26, 2026Live Webcast
New Mergers & Acquisitions: Tricks, Traps, & Terrors
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      Resources

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