{"id":16355,"date":"2012-10-08t17:36:11","date_gmt":"2012-10-08t21:36:11","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=16355"},"modified":"2024-10-01t09:36:59","modified_gmt":"2024-10-01t13:36:59","slug":"four-new-checklists-for-succession-planning","status":"publish","type":"post","link":"\/\/www.g005e.com\/2012\/10\/08\/four-new-checklists-for-succession-planning\/","title":{"rendered":"four new checklists for succession planning"},"content":{"rendered":"

start with the four goals you need to start working on today.<\/strong><\/p>\n

by august aquila<\/em>
\naquila global advisors<\/a><\/em><\/p>\n

true succession planning is a really a lifelong process.<\/p>\n

its primary purpose is to ensure the continuity of the practice from one generation of leaders to another. ultimately it’s the founder admitting and accepting that he or she won’t live forever. that’s a very difficult and emotional fact to come to accept, especially after spending a lifetime building and running a practice.<\/p>\n

\"\"
august aquila<\/figcaption><\/figure>\n

more august aquila on 卡塔尔世界杯常规比赛时间<\/strong>:\u00a0 partner accountability: seven signs your firm may be in trouble<\/a> | 12 steps to a foolproof merger |\u00a0 seven steps to building a great partnership\u00a0 |\u00a0 5 success tips for tax season\u00a0 |\u00a0 managing partner job #1: how to get buy-in\u00a0 |\u00a0 the 10 basic ways to boost profits at an accounting firm\u00a0 |\u00a0 the war for clients: aquila\u2019s top three strategies \u00a0 |\u00a0 can you really change a partner?\u00a0 |\u00a0 11 weekly self-assessment questions for professionals\u00a0 seven keys to a successful merger<\/a>\u00a0 \u2013\u00a0click here for the\u00a0pre-merger data<\/a> gathering checklist for an accounting practice<\/a>\u00a0(pdf, 4 pages)\u00a0 |\u00a0 seven steps to enforcing accountability among your firm\u2019s partners\u00a0 |\u00a0 five steps to achieving partner unity\u00a0 |\u00a0 eight essentials for measuring client service\u00a0 |\u00a0 partner accountability: seven signs your firm may be in trouble\u00a0 |\u00a0 integration: seven keys to a successful merger\u00a0 |\u00a0 12 things that should not be on your partner retreat agenda\u00a0 |\u00a0 five ways how not to implement a system of partner accountability\u00a0 |\u00a0 seven reasons why it\u2019s time to start holding the partners accountable\u00a0 |\u00a0 25 ways to grow your practice\u00a0 |\u00a0 are bad clients driving you crazy?\u00a0 |\u00a0 herding cats: change management for cpa firms<\/a><\/p>\n

in this article, we’ll address four stages, each with a checklist:<\/p>\n

    \n
  1. for the managing partner who is thinking about succession, there are four primary goals that he or she should be working on during the next few years.<\/li>\n
  2. the next area to address is whether the current managing partner plans to remain with the firm.<\/li>\n
  3. once you get some answers to these questions, then it’s time to start focusing on the successor and his\/her goals for the future of the firm.<\/li>\n
  4. while there are many other areas that need to be covered, let me just end by mentioning a 10-step process that you may want to consider. read more →<\/a><\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"

    start with the four goals you need to start working on today.<\/strong><\/p>\n

    by august aquila<\/em>
    \n    aquila global advisors<\/a><\/em><\/p>\n

    true succession planning is a really a lifelong process.<\/p>\n

    its primary purpose is to ensure the continuity of the practice from one generation of leaders to another. ultimately it’s the founder admitting and accepting that he or she won’t live forever. that’s a very difficult and emotional fact to come to accept, especially after spending a lifetime building and running a practice.<\/p>\n

    \"\"
    august aquila<\/figcaption><\/figure>\n

    more august aquila on 卡塔尔世界杯常规比赛时间<\/strong>:\u00a0 partner accountability: seven signs your firm may be in trouble<\/a> | 12 steps to a foolproof merger |\u00a0 seven steps to building a great partnership\u00a0 |\u00a0 5 success tips for tax season\u00a0 |\u00a0 managing partner job #1: how to get buy-in\u00a0 |\u00a0 the 10 basic ways to boost profits at an accounting firm\u00a0 |\u00a0 the war for clients: aquila\u2019s top three strategies \u00a0 |\u00a0 can you really change a partner?\u00a0 |\u00a0 11 weekly self-assessment questions for professionals\u00a0 seven keys to a successful merger<\/a>\u00a0 \u2013\u00a0click here for the\u00a0pre-merger data<\/a> gathering checklist for an accounting practice<\/a>\u00a0(pdf, 4 pages)\u00a0 |\u00a0 seven steps to enforcing accountability among your firm\u2019s partners\u00a0 |\u00a0 five steps to achieving partner unity\u00a0 |\u00a0 eight essentials for measuring client service\u00a0 |\u00a0 partner accountability: seven signs your firm may be in trouble\u00a0 |\u00a0 integration: seven keys to a successful merger\u00a0 |\u00a0 12 things that should not be on your partner retreat agenda\u00a0 |\u00a0 five ways how not to implement a system of partner accountability\u00a0 |\u00a0 seven reasons why it\u2019s time to start holding the partners accountable\u00a0 |\u00a0 25 ways to grow your practice\u00a0 |\u00a0 are bad clients driving you crazy?\u00a0 |\u00a0 herding cats: change management for cpa firms<\/a><\/p>\n

    in this article, we’ll address four stages, each with a checklist:<\/p>\n

      \n
    1. for the managing partner who is thinking about succession, there are four primary goals that he or she should be working on during the next few years.<\/li>\n
    2. the next area to address is whether the current managing partner plans to remain with the firm.<\/li>\n
    3. once you get some answers to these questions, then it’s time to start focusing on the successor and his\/her goals for the future of the firm.<\/li>\n
    4. while there are many other areas that need to be covered, let me just end by mentioning a 10-step process that you may want to consider. read more →<\/a><\/li>\n<\/ol>\n","protected":false},"author":17,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[5,3120,2298],"tags":[57],"class_list":["post-16355","post","type-post","status-publish","format-standard","hentry","category-outlook","category-pro-member-exclusive","category-succession","tag-succession","membership-content","access-restricted"],"acf":[],"yoast_head":"\nfour new checklists for succession planning - 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