{"id":48159,"date":"2016-05-23t05:00:02","date_gmt":"2016-05-23t09:00:02","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=48159"},"modified":"2016-05-19t11:34:44","modified_gmt":"2016-05-19t15:34:44","slug":"13-steps-succession-planning","status":"publish","type":"post","link":"\/\/www.g005e.com\/2016\/05\/23\/13-steps-succession-planning\/","title":{"rendered":"13 steps in succession planning"},"content":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/05\/3menpuzzlepiece_adobestock_6145779.jpeg\" rel=\"attachment wp-att-48751\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-48751\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/05\/3menpuzzlepiece_adobestock_6145779-424x283.jpeg\" alt=\"3 businessmen looking down at a giant red jigsaw puzzle piece\" width=\"424\" height=\"283\" \/><\/a>plus 20 questions for introducing the topic at a retreat.<\/strong><\/p>\n<p><i><span style=\"font-weight: 400;\">by marc rosenberg<\/span><\/i><br \/>\n<strong><u><a href=\"\/\/www.g005e.com\/shop\/guide-to-planning-the-firm-retreat\/\"><i><span style=\"font-weight: 400;\">cpa firm retreats<\/span><\/i><\/a><\/u><\/strong><\/p>\n<p>the best succession planning takes a\u00a0step-by-step approach.<\/p>\n<blockquote><p><b>more on retreats:<\/b> <a href=\"\/\/www.g005e.com\/2016\/04\/25\/staff-likes-dislikes-accounting\/\"><span style=\"font-weight: 400;\">staff likes and dislikes about the accounting profession<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2016\/04\/18\/20-questions-for-benchmarking-profitability\/\"><span style=\"font-weight: 400;\">20 questions to benchmark profitability<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2016\/03\/07\/talking-retirement-at-a-retreat\/\"><span style=\"font-weight: 400;\">27 tough questions every firm needs to address<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2016\/02\/15\/47420\/\"><span style=\"font-weight: 400;\">10 benchmarking missteps<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2016\/01\/18\/firm-management-questions-to-cover-at-a-retreat\/\"><span style=\"font-weight: 400;\">18 essential management questions to cover at a retreat<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/12\/28\/30-marketing-and-growth-questions-to-cover-at-a-retreat\/\"><span style=\"font-weight: 400;\">30 marketing and growth questions to cover at a retreat<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/12\/01\/thinking-merging-discuss-retreat\/\"><span style=\"font-weight: 400;\">thinking of merging? discuss it at a retreat<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/10\/26\/leave-retreat-list\/\"><span style=\"font-weight: 400;\">leave your retreat with a to do list<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/09\/28\/who-should-participate-in-a-retreat\/\"><span style=\"font-weight: 400;\">who should participate in a retreat?<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/09\/21\/retreat-logistics-long-kind\/\"><span style=\"font-weight: 400;\">retreat logistics: how long, what kind?<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/08\/31\/cpa-firms-conduct-retreats\/\"><span style=\"font-weight: 400;\">why do cpa firms conduct retreats?<\/span><\/a><\/p><\/blockquote>\n<p>1. strategic planning: what do we want the firm to look like in 5-10 years?<br \/>\n <a href=\"\/\/www.g005e.com\/2016\/05\/23\/13-steps-succession-planning\/#more-48159\" 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%2f2016%2f05%2f23%2f13-steps-succession-planning%2f&amp;t=13+steps+in+succession+planning'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  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:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  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\"><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><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/05\/3menpuzzlepiece_adobestock_6145779.jpeg\" rel=\"attachment wp-att-48751\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-48751\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/05\/3menpuzzlepiece_adobestock_6145779-424x283.jpeg\" alt=\"3 businessmen looking down at a giant red jigsaw puzzle piece\" width=\"424\" height=\"283\" \/><\/a>plus 20 questions for introducing the topic at a retreat.<\/strong><\/p>\n<p><i><span style=\"font-weight: 400;\">by marc rosenberg<\/span><\/i><br \/>\n<strong><u><a href=\"\/\/www.g005e.com\/shop\/guide-to-planning-the-firm-retreat\/\"><i><span style=\"font-weight: 400;\">cpa firm retreats<\/span><\/i><\/a><\/u><\/strong><\/p>\n<p>the best succession planning takes a\u00a0step-by-step approach.<\/p>\n<blockquote>\n<p><b>more on retreats:<\/b> <a href=\"\/\/www.g005e.com\/2016\/04\/25\/staff-likes-dislikes-accounting\/\"><span style=\"font-weight: 400;\">staff likes and dislikes about the accounting profession<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2016\/04\/18\/20-questions-for-benchmarking-profitability\/\"><span style=\"font-weight: 400;\">20 questions to benchmark profitability<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2016\/03\/07\/talking-retirement-at-a-retreat\/\"><span style=\"font-weight: 400;\">27 tough questions every firm needs to address<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2016\/02\/15\/47420\/\"><span style=\"font-weight: 400;\">10 benchmarking missteps<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2016\/01\/18\/firm-management-questions-to-cover-at-a-retreat\/\"><span style=\"font-weight: 400;\">18 essential management questions to cover at a retreat<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/12\/28\/30-marketing-and-growth-questions-to-cover-at-a-retreat\/\"><span style=\"font-weight: 400;\">30 marketing and growth questions to cover at a retreat<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/12\/01\/thinking-merging-discuss-retreat\/\"><span style=\"font-weight: 400;\">thinking of merging? discuss it at a retreat<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/10\/26\/leave-retreat-list\/\"><span style=\"font-weight: 400;\">leave your retreat with a to do list<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/09\/28\/who-should-participate-in-a-retreat\/\"><span style=\"font-weight: 400;\">who should participate in a retreat?<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/09\/21\/retreat-logistics-long-kind\/\"><span style=\"font-weight: 400;\">retreat logistics: how long, what kind?<\/span><\/a><span style=\"font-weight: 400;\"> | <\/span><a href=\"\/\/www.g005e.com\/2015\/08\/31\/cpa-firms-conduct-retreats\/\"><span style=\"font-weight: 400;\">why do cpa firms conduct retreats?<\/span><\/a><\/p>\n<\/blockquote>\n<p>1. strategic planning: what do we want the firm to look like in 5-10 years?<br \/>\n <a href=\"\/\/www.g005e.com\/2016\/05\/23\/13-steps-succession-planning\/#more-48159\" 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'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2016%2f05%2f23%2f13-steps-succession-planning%2f&amp;t=13+steps+in+succession+planning'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  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:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  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seo plugin v22.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>13 steps in 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\/2016\/05\/23\/13-steps-succession-planning\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"13 steps in 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\/2016\/05\/23\/13-steps-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\" 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