{"id":25564,"date":"2013-01-09t18:01:09","date_gmt":"2013-01-09t23:01:09","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=25564"},"modified":"2013-11-02t16:40:22","modified_gmt":"2013-11-02t20:40:22","slug":"overcoming-the-three-biggest-obstacles-in-succession-planning-at-cpa-firms","status":"publish","type":"post","link":"\/\/www.g005e.com\/2013\/01\/09\/overcoming-the-three-biggest-obstacles-in-succession-planning-at-cpa-firms\/","title":{"rendered":"overcoming the three biggest obstacles in succession planning at cpa firms"},"content":{"rendered":"<p><strong>hint: start linking it to compensation.<\/strong><\/p>\n<p><em>by marc rosenberg, cpa<br \/>\n<\/em><em>author of <a href=\"http:\/\/baystreetgroup.com\/store\/rosenberg-succession\/\">&#8220;cpa firm succession planning&#8221;<\/a><\/em><\/p>\n<p>it\u2019s common sense that the key to succession planning is developing future leaders, a practice at which the vast majority of cpa firms billing under $15-million-a year struggle with.<\/p>\n<figure id=\"attachment_4229\" class=\"thumbnail wp-caption alignright\" style=\"width: 78px\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-4229\" title=\"marc rosenberg\" alt=\"marc rosenberg\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2009\/08\/marc_rosenberg.jpg\" width=\"78\" height=\"120\" \/><figcaption class=\"caption wp-caption-text\">marc rosenberg<\/figcaption><\/figure>\n<p style=\"padding-left: 30px;\"><em><strong>more on cpa firm management and leadership for pro members <\/strong><\/em><strong>[<a href=\"\/\/www.g005e.com\/membership-options\"><span style=\"text-decoration: underline; color: #008000;\">go pro her<\/span><\/a><\/strong><strong><a href=\"\/\/www.g005e.com\/membership-options\"><span style=\"text-decoration: underline; color: #008000;\">e<\/span><\/a>]<\/strong><em><strong> :\u00a0\u00a0 <\/strong><a title=\"permanent link to: cpa firm merger \u201cnon-negotiables\u201d\" href=\"\/\/www.g005e.com\/2013\/01\/04\/cpa-firm-merger-non-negotiables\/\">cpa firm merger \u201cnon-negotiables\u201d<\/a> <strong>\u00a0\u00a0<\/strong>\u2022<strong>\u00a0\u00a0 <\/strong><a title=\"permanent link to: the \u201caha moment\u201d in cpa firm leadership\" href=\"\/\/www.g005e.com\/2012\/12\/27\/my-aha-moment-in-cpa-firm-leadership\/\">the \u201caha moment\u201d in cpa firm leadership<\/a> <strong>\u00a0 <\/strong>\u2022<strong> \u00a0\u00a0 <\/strong><a title=\"permanent link to: leadership is overrated: it\u2019s good management that makes successful firms\" href=\"\/\/www.g005e.com\/2012\/12\/18\/leadership-is-overrated-its-good-management-that-makes-successful-firms\/\">leadership is overrated: it\u2019s good management that makes successful firms<\/a>\u00a0\u2022\u00a0 <a title=\"permanent link to 40 great ways to improve firm profitability\" href=\"\/\/www.g005e.com\/2012\/12\/08\/40-great-ways-to-improve-firm-profitbility\/\" rel=\"bookmark\">40 great ways to improve firm profitability<\/a>\u00a0 \u2022\u00a0 <a title=\"permanent link to four management metrics that fool even the best-run firms\" href=\"\/\/www.g005e.com\/2012\/12\/03\/four-management-metrics-that-fool-even-the-best-run-firms\/\" rel=\"bookmark\">four management metrics that fool even the best-run firms<\/a>\u00a0 \u2022\u00a0 <a title=\"permanent link to 19 ways to improve accounting firm profitability\" href=\"\/\/www.g005e.com\/2012\/11\/24\/19-ways-to-improve-accounting-firm-profitability\/\" rel=\"bookmark\">19 ways to improve accounting firm profitability<\/a> \u2022<strong>\u00a0<\/strong><a title=\"permanent link to: de-bunking the myth about niche marketing for tax and accounting firms\" href=\"\/\/www.g005e.com\/2012\/11\/17\/de-bunking-the-myth-about-niche-marketing-for-tax-and-accounting-firms\/\">de-bunking the myth about niche marketing for tax and accounting firms<\/a> \u2022 <a title=\"permanent link to: practice development is no longer optional\" href=\"\/\/www.g005e.com\/2012\/11\/08\/practice-development-is-no-longer-optional\/\">practice development is no longer an optional activity<\/a> \u2022 <a title=\"permanent link to 10 good ways the achieve partner accountability\" href=\"\/\/www.g005e.com\/2012\/11\/01\/10-good-ways-the-achieve-partner-accountability\/\" rel=\"bookmark\">10 good ways the achieve partner accountability<\/a> \u2022 <a title=\"permanent link to pick your partners right to begin with\" href=\"\/\/www.g005e.com\/2012\/10\/18\/pick-your-partners-right-to-begin-with\/\">pick your partners right to begin with<\/a> \u2022 <a title=\"permanent link to the first nine questions your partner team needs to embrace for optimal profitability\" href=\"\/\/www.g005e.com\/2012\/10\/13\/the-first-nine-questions-your-partner-team-needs-to-embrace-for-optimal-profitability\/\">the first nine questions your partner team needs to embrace for optimal profitability<\/a> \u2022 <a title=\"permanent link to profitability and the value of strategic thinking\" href=\"\/\/www.g005e.com\/2012\/10\/06\/profitability-and-the-value-of-strategic-thinking\/\">profitability and the value of strategic thinking<\/a> \u2022 <a title=\"permanent link to the five essential building blocks for creating a strong accounting firm\" href=\"\/\/www.g005e.com\/2012\/09\/28\/the-five-essential-building-blocks-for-creating-a-strong-accounting-firm\/\">the five essential building blocks for creating a strong accounting firm<\/a> \u2022 <a title=\"permanent link to the seven signs of great leadership in a cpa firm\" href=\"\/\/www.g005e.com\/2012\/09\/20\/the-seven-signs-of-great-leadership-in-a-cpa-firm\/\">the seven signs of great leadership in a cpa firm<\/a> \u2022 <a title=\"permanent link to: compensation issues for the new managing partner\" href=\"\/\/www.g005e.com\/2012\/08\/02\/after-the-baby-boom-a-new-generation-of-managing-partner-takes-over\/\">compensation issues for the new managing partner<\/a>\u00a0<strong>\u2022<\/strong><\/em><\/p>\n<p>here are three tactics for developing future leaders: <a href=\"\/\/www.g005e.com\/2013\/01\/09\/overcoming-the-three-biggest-obstacles-in-succession-planning-at-cpa-firms\/#more-25564\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2013%2f01%2f09%2fovercoming-the-three-biggest-obstacles-in-succession-planning-at-cpa-firms%2f&amp;t=overcoming+the+three+biggest+obstacles+in+succession+planning+at+cpa+firms'  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent 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href=\"mailto:?subject=cpa%20trendlines%20:%20overcoming%20the%20three%20biggest%20obstacles%20in%20succession%20planning%20at%20cpa%20firms&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\r\n\r\n\r\n\r\n%20%20\/\/www.g005e.com\/2013\/01\/09\/overcoming-the-three-biggest-obstacles-in-succession-planning-at-cpa-firms\/\" title=\"email this: overcoming the three biggest obstacles in succession planning at cpa firms \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li><\/ul><div class=\"clean\"><\/div> <\/div>","protected":false},"excerpt":{"rendered":"<p><strong>hint: start linking it to compensation.<\/strong><\/p>\n<p><em>by marc rosenberg, cpa<br \/>\n<\/em><em>author of <a href=\"http:\/\/baystreetgroup.com\/store\/rosenberg-succession\/\">&#8220;cpa firm succession planning&#8221;<\/a><\/em><\/p>\n<p>it\u2019s common sense that the key to succession planning is developing future leaders, a practice at which the vast majority of cpa firms billing under $15-million-a year struggle with.<\/p>\n<figure id=\"attachment_4229\" class=\"thumbnail wp-caption alignright\" style=\"width: 78px\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-4229\" title=\"marc rosenberg\" alt=\"marc rosenberg\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2009\/08\/marc_rosenberg.jpg\" width=\"78\" height=\"120\" \/><figcaption class=\"caption wp-caption-text\">marc rosenberg<\/figcaption><\/figure>\n<p style=\"padding-left: 30px;\"><em><strong>more on cpa firm management and leadership for pro members <\/strong><\/em><strong>[<a href=\"\/\/www.g005e.com\/membership-options\"><span style=\"text-decoration: underline; color: #008000;\">go pro her<\/span><\/a><\/strong><strong><a href=\"\/\/www.g005e.com\/membership-options\"><span style=\"text-decoration: underline; color: #008000;\">e<\/span><\/a>]<\/strong><em><strong> :\u00a0\u00a0 <\/strong><a title=\"permanent link to: cpa firm merger \u201cnon-negotiables\u201d\" href=\"\/\/www.g005e.com\/2013\/01\/04\/cpa-firm-merger-non-negotiables\/\">cpa firm merger \u201cnon-negotiables\u201d<\/a> <strong>\u00a0\u00a0<\/strong>\u2022<strong>\u00a0\u00a0 <\/strong><a title=\"permanent link to: the \u201caha moment\u201d in cpa firm leadership\" href=\"\/\/www.g005e.com\/2012\/12\/27\/my-aha-moment-in-cpa-firm-leadership\/\">the \u201caha moment\u201d in cpa firm leadership<\/a> <strong>\u00a0 <\/strong>\u2022<strong> \u00a0\u00a0 <\/strong><a title=\"permanent link to: leadership is overrated: it\u2019s good management that makes successful firms\" href=\"\/\/www.g005e.com\/2012\/12\/18\/leadership-is-overrated-its-good-management-that-makes-successful-firms\/\">leadership is overrated: it\u2019s good management that makes successful firms<\/a>\u00a0\u2022\u00a0 <a title=\"permanent link to 40 great ways to improve firm profitability\" href=\"\/\/www.g005e.com\/2012\/12\/08\/40-great-ways-to-improve-firm-profitbility\/\" rel=\"bookmark\">40 great ways to improve firm profitability<\/a>\u00a0 \u2022\u00a0 <a title=\"permanent link to four management metrics that fool even the best-run firms\" href=\"\/\/www.g005e.com\/2012\/12\/03\/four-management-metrics-that-fool-even-the-best-run-firms\/\" rel=\"bookmark\">four management metrics that fool even the best-run firms<\/a>\u00a0 \u2022\u00a0 <a title=\"permanent link to 19 ways to improve accounting firm profitability\" href=\"\/\/www.g005e.com\/2012\/11\/24\/19-ways-to-improve-accounting-firm-profitability\/\" rel=\"bookmark\">19 ways to improve accounting firm profitability<\/a> \u2022<strong>\u00a0<\/strong><a title=\"permanent link to: de-bunking the myth about niche marketing for tax and accounting firms\" href=\"\/\/www.g005e.com\/2012\/11\/17\/de-bunking-the-myth-about-niche-marketing-for-tax-and-accounting-firms\/\">de-bunking the myth about niche marketing for tax and accounting firms<\/a> \u2022 <a title=\"permanent link to: practice development is no longer optional\" href=\"\/\/www.g005e.com\/2012\/11\/08\/practice-development-is-no-longer-optional\/\">practice development is no longer an optional activity<\/a> \u2022 <a title=\"permanent link to 10 good ways the achieve partner accountability\" href=\"\/\/www.g005e.com\/2012\/11\/01\/10-good-ways-the-achieve-partner-accountability\/\" rel=\"bookmark\">10 good ways the achieve partner accountability<\/a> \u2022 <a title=\"permanent link to pick your partners right to begin with\" href=\"\/\/www.g005e.com\/2012\/10\/18\/pick-your-partners-right-to-begin-with\/\">pick your partners right to begin with<\/a> \u2022 <a title=\"permanent link to the first nine questions your partner team needs to embrace for optimal profitability\" href=\"\/\/www.g005e.com\/2012\/10\/13\/the-first-nine-questions-your-partner-team-needs-to-embrace-for-optimal-profitability\/\">the first nine questions your partner team needs to embrace for optimal profitability<\/a> \u2022 <a title=\"permanent link to profitability and the value of strategic thinking\" href=\"\/\/www.g005e.com\/2012\/10\/06\/profitability-and-the-value-of-strategic-thinking\/\">profitability and the value of strategic thinking<\/a> \u2022 <a title=\"permanent link to the five essential building blocks for creating a strong accounting firm\" href=\"\/\/www.g005e.com\/2012\/09\/28\/the-five-essential-building-blocks-for-creating-a-strong-accounting-firm\/\">the five essential building blocks for creating a strong accounting firm<\/a> \u2022 <a title=\"permanent link to the seven signs of great leadership in a cpa firm\" href=\"\/\/www.g005e.com\/2012\/09\/20\/the-seven-signs-of-great-leadership-in-a-cpa-firm\/\">the seven signs of great leadership in a cpa firm<\/a> \u2022 <a title=\"permanent link to: compensation issues for the new managing partner\" href=\"\/\/www.g005e.com\/2012\/08\/02\/after-the-baby-boom-a-new-generation-of-managing-partner-takes-over\/\">compensation issues for the new managing partner<\/a>\u00a0<strong>\u2022<\/strong><\/em><\/p>\n<p>here are three tactics for developing future leaders: <a href=\"\/\/www.g005e.com\/2013\/01\/09\/overcoming-the-three-biggest-obstacles-in-succession-planning-at-cpa-firms\/#more-25564\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'>\n<ul class=\"socialwrap row\">\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  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