plus 20 questions for introducing the topic at a retreat.
by marc rosenberg
cpa firm retreats
the best succession planning takes a step-by-step approach.
more on retreats: staff likes and dislikes about the accounting profession | 20 questions to benchmark profitability | 27 tough questions every firm needs to address | 10 benchmarking missteps | 18 essential management questions to cover at a retreat | 30 marketing and growth questions to cover at a retreat | thinking of merging? discuss it at a retreat | leave your retreat with a to do list | who should participate in a retreat? | retreat logistics: how long, what kind? | why do cpa firms conduct retreats?
1. strategic planning: what do we want the firm to look like in 5-10 years?
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