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

article image
ARTICLE

7 Retirement Tips for Small Firm CPAs

September 22, 2025 Source: Journal of Accountancy
article image
ARTICLE

CPA Firm Ownership Under Fire

September 4, 2025 Source: CPA Trendlines
article image
ARTICLE

13 Reasons Why Accounting Firms Merge

September 4, 2025 Source: CPA Trendlines
article image
ARTICLE

Key Factors in Practice Value

July 9, 2025
podcast image
PODCAST

Navigating Succession Planning

June 16, 2025
article image

 

NJCPA and Third-Party Events

November 18, 2025Live Webcast
November 18, 2025Live Webcast
November 19 - 20, 2025Chicago
November 29, 2025Live Webcast
December 2, 2025Live Webcast
December 19, 2025Live Webcast
January 13, 2026Paterson
January 22, 2026Live Webcast
February 11, 2026Live Webcast
March 16, 2026Live Webcast
April 9, 2026Live Webcast
April 30, 2026Live Webcast

    Resources


    Icon_3_people_circle_SKY-04
    Join the Business & Industry Professionals Interest Group

    Stay connected to your peers and share knowledge on corporate finance topics.

    Icon_Handshake_MID-03
    Mergers & Acquisitions Classified Ads
    View classified ad postings from CPA firms looking to be acquired and those looking to acquire or merge with other firms.