{"id":36807,"date":"2014-10-27t05:00:32","date_gmt":"2014-10-27t09:00:32","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=36807"},"modified":"2024-08-14t09:36:46","modified_gmt":"2024-08-14t13:36:46","slug":"why-cpa-firms-are-terrible-at-succession-planning","status":"publish","type":"post","link":"\/\/www.g005e.com\/2014\/10\/27\/why-cpa-firms-are-terrible-at-succession-planning\/","title":{"rendered":"6 reasons cpa firms fail at succession planning"},"content":{"rendered":"<p id=\"docs-internal-guid-47a8bfc9-1fc2-1a97-bcb3-8be2baf12eba\" dir=\"ltr\"><strong>plus: making\u00a0the math work.<\/strong><\/p>\n<p dir=\"ltr\"><em>by marc rosenberg<\/em><br \/>\n<em> <a href=\"\/\/www.g005e.com\/shop\/retirement-buyout\/\">retirements &amp; buyouts<\/a><\/em><\/p>\n<p>why are cpa firms deficient at succession planning?<\/p>\n<p>it is abundantly clear that cpa firms have succession planning challenges. partners overwhelmingly prefer the exit strategy of passing on the firm to younger partners vs. merging out of existence. but history shows that the vast majority fail at moving their firms into the next generation. what holds them back?<\/p>\n<p>the answer lies in the classic <i>pogo<\/i> cartoon line: \u201cwe\u2019ve seen the enemy and the enemy is us.\u201d <a href=\"\/\/www.g005e.com\/2014\/10\/27\/why-cpa-firms-are-terrible-at-succession-planning\/#more-36807\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p id=\"docs-internal-guid-47a8bfc9-1fc2-1a97-bcb3-8be2baf12eba\" dir=\"ltr\"><strong>plus: making\u00a0the math work.<\/strong><\/p>\n<p dir=\"ltr\"><em>by marc rosenberg<\/em><br \/>\n<em> <a href=\"\/\/www.g005e.com\/shop\/retirement-buyout\/\">retirements &amp; buyouts<\/a><\/em><\/p>\n<p>why are cpa firms deficient at succession planning?<\/p>\n<p>it is abundantly clear that cpa firms have succession planning challenges. partners overwhelmingly prefer the exit strategy of passing on the firm to younger partners vs. merging out of existence. but history shows that the vast majority fail at moving their firms into the next generation. what holds them back?<\/p>\n<p>the answer lies in the classic <i>pogo<\/i> cartoon line: \u201cwe\u2019ve seen the enemy and the enemy is us.\u201d <a href=\"\/\/www.g005e.com\/2014\/10\/27\/why-cpa-firms-are-terrible-at-succession-planning\/#more-36807\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"author":1339,"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":[5,2374,3120,2298],"tags":[2102,2429,572,62,38,57,1416],"class_list":["post-36807","post","type-post","status-publish","format-standard","hentry","category-outlook","category-pay-compensation","category-pro-member-exclusive","category-succession","tag-buyout","tag-earnings","tag-pay","tag-retirement","tag-salary","tag-succession","tag-wages","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v24.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>6 reasons cpa firms fail at succession planning - 卡塔尔世界杯常规比赛时间<\/title>\n<meta name=\"description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"\/\/www.g005e.com\/2014\/10\/27\/why-cpa-firms-are-terrible-at-succession-planning\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"6 reasons cpa firms fail at succession planning - 卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"og:description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta property=\"og:url\" content=\"\/\/www.g005e.com\/2014\/10\/27\/why-cpa-firms-are-terrible-at-succession-planning\/\" \/>\n<meta property=\"og:site_name\" content=\"卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/cpatrendlines\" \/>\n<meta property=\"article:published_time\" content=\"2014-10-27t09:00:32+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-08-14t13:36:46+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/02\/cpa-trendlines-logo-square-e1467216200269-1.png\" \/>\n\t<meta property=\"og:image:width\" content=\"200\" \/>\n\t<meta property=\"og:image:height\" content=\"136\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"marc rosenberg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@cpa_trendlines\" \/>\n<meta name=\"twitter:site\" content=\"@cpa_trendlines\" \/>\n<meta name=\"twitter:label1\" content=\"written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"marc rosenberg\" \/>\n\t<meta name=\"twitter:label2\" content=\"est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"article\",\"@id\":\"\/\/www.g005e.com\/2014\/10\/27\/why-cpa-firms-are-terrible-at-succession-planning\/#article\",\"ispartof\":{\"@id\":\"\/\/www.g005e.com\/2014\/10\/27\/why-cpa-firms-are-terrible-at-succession-planning\/\"},\"author\":{\"name\":\"marc rosenberg\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/person\/0b220a6d181ac1a2e679029fa0d5a069\"},\"headline\":\"6 reasons cpa firms fail at succession planning\",\"datepublished\":\"2014-10-27t09:00:32+00:00\",\"datemodified\":\"2024-08-14t13:36:46+00:00\",\"mainentityofpage\":{\"@id\":\"\/\/www.g005e.com\/2014\/10\/27\/why-cpa-firms-are-terrible-at-succession-planning\/\"},\"wordcount\":668,\"commentcount\":0,\"publisher\":{\"@id\":\"\/\/www.g005e.com\/#organization\"},\"keywords\":[\"buyout\",\"earnings\",\"pay\",\"retirement\",\"salary\",\"succession\",\"wages\"],\"articlesection\":[\"outlook &amp; analysis\",\"pay &amp; compensation\",\"pro member exclusive\",\"succession &amp; retirement\"],\"inlanguage\":\"en-us\",\"potentialaction\":[{\"@type\":\"commentaction\",\"name\":\"comment\",\"target\":[\"\/\/www.g005e.com\/2014\/10\/27\/why-cpa-firms-are-terrible-at-succession-planning\/#respond\"]}]},{\"@type\":\"webpage\",\"@id\":\"\/\/www.g005e.com\/2014\/10\/27\/why-cpa-firms-are-terrible-at-succession-planning\/\",\"url\":\"\/\/www.g005e.com\/2014\/10\/27\/why-cpa-firms-are-terrible-at-succession-planning\/\",\"name\":\"6 reasons cpa firms fail at succession planning - 卡塔尔世界杯常规比赛时间\",\"ispartof\":{\"@id\":\"\/\/www.g005e.com\/#website\"},\"datepublished\":\"2014-10-27t09:00:32+00:00\",\"datemodified\":\"2024-08-14t13:36:46+00:00\",\"description\":\"actionable intelligence for tax, accounting, and financial professionals\",\"breadcrumb\":{\"@id\":\"\/\/www.g005e.com\/2014\/10\/27\/why-cpa-firms-are-terrible-at-succession-planning\/#breadcrumb\"},\"inlanguage\":\"en-us\",\"potentialaction\":[{\"@type\":\"readaction\",\"target\":[\"\/\/www.g005e.com\/2014\/10\/27\/why-cpa-firms-are-terrible-at-succession-planning\/\"]}]},{\"@type\":\"breadcrumblist\",\"@id\":\"\/\/www.g005e.com\/2014\/10\/27\/why-cpa-firms-are-terrible-at-succession-planning\/#breadcrumb\",\"itemlistelement\":[{\"@type\":\"listitem\",\"position\":1,\"name\":\"home\",\"item\":\"\/\/www.g005e.com\/\"},{\"@type\":\"listitem\",\"position\":2,\"name\":\"outlook &amp; analysis\",\"item\":\"\/\/www.g005e.com\/category\/outlook\/\"},{\"@type\":\"listitem\",\"position\":3,\"name\":\"6 reasons cpa firms fail at succession planning\"}]},{\"@type\":\"website\",\"@id\":\"\/\/www.g005e.com\/#website\",\"url\":\"\/\/www.g005e.com\/\",\"name\":\"卡塔尔世界杯常规比赛时间\",\"description\":\"actionable intelligence for the tax, accounting and finance community\",\"publisher\":{\"@id\":\"\/\/www.g005e.com\/#organization\"},\"potentialaction\":[{\"@type\":\"searchaction\",\"target\":{\"@type\":\"entrypoint\",\"urltemplate\":\"\/\/www.g005e.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"propertyvaluespecification\",\"valuerequired\":true,\"valuename\":\"search_term_string\"}}],\"inlanguage\":\"en-us\"},{\"@type\":\"organization\",\"@id\":\"\/\/www.g005e.com\/#organization\",\"name\":\"卡塔尔世界杯常规比赛时间 research\",\"alternatename\":\"cpatrendlines\",\"url\":\"\/\/www.g005e.com\/\",\"logo\":{\"@type\":\"imageobject\",\"inlanguage\":\"en-us\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/cpat-header-logo-with-blurb-7118_cpat_masthead-copy.jpg\",\"contenturl\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/cpat-header-logo-with-blurb-7118_cpat_masthead-copy.jpg\",\"width\":1600,\"height\":350,\"caption\":\"卡塔尔世界杯常规比赛时间 research\"},\"image\":{\"@id\":\"\/\/www.g005e.com\/#\/schema\/logo\/image\/\"},\"sameas\":[\"https:\/\/www.facebook.com\/cpatrendlines\",\"https:\/\/x.com\/cpa_trendlines\",\"https:\/\/www.linkedin.com\/groups\/115382\/\",\"https:\/\/www.youtube.com\/cpatrendlines\"]},{\"@type\":\"person\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/person\/0b220a6d181ac1a2e679029fa0d5a069\",\"name\":\"marc rosenberg\",\"image\":{\"@type\":\"imageobject\",\"inlanguage\":\"en-us\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/05\/marc-rosenberg-linkedin-2017-100x100.jpg\",\"contenturl\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/05\/marc-rosenberg-linkedin-2017-100x100.jpg\",\"caption\":\"marc rosenberg\"},\"description\":\"marc rosenberg, cpa, is a nationally known consultant, author and speaker on cpa firm management, strategy and partner issues.\",\"url\":\"\/\/www.g005e.com\/author\/marc-rosenberg\/\"}]}<\/script>\n<!-- \/ yoast seo plugin. -->","yoast_head_json":{"title":"6 reasons cpa firms fail at succession planning - 卡塔尔世界杯常规比赛时间","description":"actionable intelligence for tax, accounting, and financial professionals","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"\/\/www.g005e.com\/2014\/10\/27\/why-cpa-firms-are-terrible-at-succession-planning\/","og_locale":"en_us","og_type":"article","og_title":"6 reasons cpa firms fail at succession planning - 卡塔尔世界杯常规比赛时间","og_description":"actionable intelligence for tax, accounting, and financial professionals","og_url":"\/\/www.g005e.com\/2014\/10\/27\/why-cpa-firms-are-terrible-at-succession-planning\/","og_site_name":"卡塔尔世界杯常规比赛时间","article_publisher":"https:\/\/www.facebook.com\/cpatrendlines","article_published_time":"2014-10-27t09:00:32+00:00","article_modified_time":"2024-08-14t13:36:46+00:00","og_image":[{"width":200,"height":136,"url":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2019\/02\/cpa-trendlines-logo-square-e1467216200269-1.png","type":"image\/png"}],"author":"marc rosenberg","twitter_card":"summary_large_image","twitter_creator":"@cpa_trendlines","twitter_site":"@cpa_trendlines","twitter_misc":{"written by":"marc rosenberg","est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"article","@id":"\/\/www.g005e.com\/2014\/10\/27\/why-cpa-firms-are-terrible-at-succession-planning\/#article","ispartof":{"@id":"\/\/www.g005e.com\/2014\/10\/27\/why-cpa-firms-are-terrible-at-succession-planning\/"},"author":{"name":"marc rosenberg","@id":"\/\/www.g005e.com\/#\/schema\/person\/0b220a6d181ac1a2e679029fa0d5a069"},"headline":"6 reasons cpa firms fail at succession planning","datepublished":"2014-10-27t09:00:32+00:00","datemodified":"2024-08-14t13:36:46+00:00","mainentityofpage":{"@id":"\/\/www.g005e.com\/2014\/10\/27\/why-cpa-firms-are-terrible-at-succession-planning\/"},"wordcount":668,"commentcount":0,"publisher":{"@id":"\/\/www.g005e.com\/#organization"},"keywords":["buyout","earnings","pay","retirement","salary","succession","wages"],"articlesection":["outlook &amp; analysis","pay &amp; compensation","pro member exclusive","succession &amp; retirement"],"inlanguage":"en-us","potentialaction":[{"@type":"commentaction","name":"comment","target":["\/\/www.g005e.com\/2014\/10\/27\/why-cpa-firms-are-terrible-at-succession-planning\/#respond"]}]},{"@type":"webpage","@id":"\/\/www.g005e.com\/2014\/10\/27\/why-cpa-firms-are-terrible-at-succession-planning\/","url":"\/\/www.g005e.com\/2014\/10\/27\/why-cpa-firms-are-terrible-at-succession-planning\/","name":"6 reasons cpa firms fail at succession planning - 卡塔尔世界杯常规比赛时间","ispartof":{"@id":"\/\/www.g005e.com\/#website"},"datepublished":"2014-10-27t09:00:32+00:00","datemodified":"2024-08-14t13:36:46+00:00","description":"actionable intelligence for tax, accounting, and financial professionals","breadcrumb":{"@id":"\/\/www.g005e.com\/2014\/10\/27\/why-cpa-firms-are-terrible-at-succession-planning\/#breadcrumb"},"inlanguage":"en-us","potentialaction":[{"@type":"readaction","target":["\/\/www.g005e.com\/2014\/10\/27\/why-cpa-firms-are-terrible-at-succession-planning\/"]}]},{"@type":"breadcrumblist","@id":"\/\/www.g005e.com\/2014\/10\/27\/why-cpa-firms-are-terrible-at-succession-planning\/#breadcrumb","itemlistelement":[{"@type":"listitem","position":1,"name":"home","item":"\/\/www.g005e.com\/"},{"@type":"listitem","position":2,"name":"outlook &amp; analysis","item":"\/\/www.g005e.com\/category\/outlook\/"},{"@type":"listitem","position":3,"name":"6 reasons cpa firms fail at succession planning"}]},{"@type":"website","@id":"\/\/www.g005e.com\/#website","url":"\/\/www.g005e.com\/","name":"卡塔尔世界杯常规比赛时间","description":"actionable intelligence for the tax, accounting and finance community","publisher":{"@id":"\/\/www.g005e.com\/#organization"},"potentialaction":[{"@type":"searchaction","target":{"@type":"entrypoint","urltemplate":"\/\/www.g005e.com\/?s={search_term_string}"},"query-input":{"@type":"propertyvaluespecification","valuerequired":true,"valuename":"search_term_string"}}],"inlanguage":"en-us"},{"@type":"organization","@id":"\/\/www.g005e.com\/#organization","name":"卡塔尔世界杯常规比赛时间 research","alternatename":"cpatrendlines","url":"\/\/www.g005e.com\/","logo":{"@type":"imageobject","inlanguage":"en-us","@id":"\/\/www.g005e.com\/#\/schema\/logo\/image\/","url":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/cpat-header-logo-with-blurb-7118_cpat_masthead-copy.jpg","contenturl":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/cpat-header-logo-with-blurb-7118_cpat_masthead-copy.jpg","width":1600,"height":350,"caption":"卡塔尔世界杯常规比赛时间 research"},"image":{"@id":"\/\/www.g005e.com\/#\/schema\/logo\/image\/"},"sameas":["https:\/\/www.facebook.com\/cpatrendlines","https:\/\/x.com\/cpa_trendlines","https:\/\/www.linkedin.com\/groups\/115382\/","https:\/\/www.youtube.com\/cpatrendlines"]},{"@type":"person","@id":"\/\/www.g005e.com\/#\/schema\/person\/0b220a6d181ac1a2e679029fa0d5a069","name":"marc rosenberg","image":{"@type":"imageobject","inlanguage":"en-us","@id":"\/\/www.g005e.com\/#\/schema\/person\/image\/","url":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/05\/marc-rosenberg-linkedin-2017-100x100.jpg","contenturl":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/05\/marc-rosenberg-linkedin-2017-100x100.jpg","caption":"marc rosenberg"},"description":"marc rosenberg, cpa, is a nationally known consultant, author and speaker on cpa firm management, strategy and partner issues.","url":"\/\/www.g005e.com\/author\/marc-rosenberg\/"}]}},"_links":{"self":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/posts\/36807","targethints":{"allow":["get"]}}],"collection":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/users\/1339"}],"replies":[{"embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/comments?post=36807"}],"version-history":[{"count":1,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/posts\/36807\/revisions"}],"predecessor-version":[{"id":129122,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/posts\/36807\/revisions\/129122"}],"wp:attachment":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/media?parent=36807"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/categories?post=36807"},{"taxonomy":"post_tag","embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/tags?post=36807"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}