{"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":"

\"3<\/a>plus 20 questions for introducing the topic at a retreat.<\/strong><\/p>\n

by marc rosenberg<\/span><\/i>
\ncpa firm retreats<\/span><\/i><\/a><\/u><\/strong><\/p>\n

the best succession planning takes a\u00a0step-by-step approach.<\/p>\n

more on retreats:<\/b> staff likes and dislikes about the accounting profession<\/span><\/a> | <\/span>20 questions to benchmark profitability<\/span><\/a> | <\/span>27 tough questions every firm needs to address<\/span><\/a> | <\/span>10 benchmarking missteps<\/span><\/a> | <\/span>18 essential management questions to cover at a retreat<\/span><\/a> | <\/span>30 marketing and growth questions to cover at a retreat<\/span><\/a> | <\/span>thinking of merging? discuss it at a retreat<\/span><\/a> | <\/span>leave your retreat with a to do list<\/span><\/a> | <\/span>who should participate in a retreat?<\/span><\/a> | <\/span>retreat logistics: how long, what kind?<\/span><\/a> | <\/span>why do cpa firms conduct retreats?<\/span><\/a><\/p><\/blockquote>\n

1. strategic planning: what do we want the firm to look like in 5-10 years?
\n read more →<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

\"3<\/a>plus 20 questions for introducing the topic at a retreat.<\/strong><\/p>\n

by marc rosenberg<\/span><\/i>
\ncpa firm retreats<\/span><\/i><\/a><\/u><\/strong><\/p>\n

the best succession planning takes a\u00a0step-by-step approach.<\/p>\n

\n

more on retreats:<\/b> staff likes and dislikes about the accounting profession<\/span><\/a> | <\/span>20 questions to benchmark profitability<\/span><\/a> | <\/span>27 tough questions every firm needs to address<\/span><\/a> | <\/span>10 benchmarking missteps<\/span><\/a> | <\/span>18 essential management questions to cover at a retreat<\/span><\/a> | <\/span>30 marketing and growth questions to cover at a retreat<\/span><\/a> | <\/span>thinking of merging? discuss it at a retreat<\/span><\/a> | <\/span>leave your retreat with a to do list<\/span><\/a> | <\/span>who should participate in a retreat?<\/span><\/a> | <\/span>retreat logistics: how long, what kind?<\/span><\/a> | <\/span>why do cpa firms conduct retreats?<\/span><\/a><\/p>\n<\/blockquote>\n

1. strategic planning: what do we want the firm to look like in 5-10 years?
\n read more →<\/a><\/p>\n","protected":false},"author":1339,"featured_media":48103,"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":[3120,2298],"tags":[1124,62,57],"class_list":["post-48159","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-pro-member-exclusive","category-succession","tag-partnership","tag-retirement","tag-succession","membership-content","access-restricted"],"acf":[],"yoast_head":"\n13 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\" content=\"https:\/\/www.facebook.com\/cpatrendlines\" \/>\n<meta property=\"article:published_time\" content=\"2016-05-23t09:00:02+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2016-05-19t15:34:44+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/03\/rosenberg-mug-vert.png\" \/>\n\t<meta property=\"og:image:width\" content=\"204\" \/>\n\t<meta property=\"og:image:height\" content=\"272\" \/>\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=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"article\",\"@id\":\"\/\/www.g005e.com\/2016\/05\/23\/13-steps-succession-planning\/#article\",\"ispartof\":{\"@id\":\"\/\/www.g005e.com\/2016\/05\/23\/13-steps-succession-planning\/\"},\"author\":{\"name\":\"marc rosenberg\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/person\/0b220a6d181ac1a2e679029fa0d5a069\"},\"headline\":\"13 steps in succession planning\",\"datepublished\":\"2016-05-23t09:00:02+00:00\",\"datemodified\":\"2016-05-19t15:34:44+00:00\",\"mainentityofpage\":{\"@id\":\"\/\/www.g005e.com\/2016\/05\/23\/13-steps-succession-planning\/\"},\"wordcount\":1003,\"commentcount\":0,\"publisher\":{\"@id\":\"\/\/www.g005e.com\/#organization\"},\"image\":{\"@id\":\"\/\/www.g005e.com\/2016\/05\/23\/13-steps-succession-planning\/#primaryimage\"},\"thumbnailurl\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/03\/rosenberg-mug-vert.png\",\"keywords\":[\"partnership\",\"retirement\",\"succession\"],\"articlesection\":[\"pro member exclusive\",\"succession & retirement\"],\"inlanguage\":\"en-us\",\"potentialaction\":[{\"@type\":\"commentaction\",\"name\":\"comment\",\"target\":[\"\/\/www.g005e.com\/2016\/05\/23\/13-steps-succession-planning\/#respond\"]}]},{\"@type\":\"webpage\",\"@id\":\"\/\/www.g005e.com\/2016\/05\/23\/13-steps-succession-planning\/\",\"url\":\"\/\/www.g005e.com\/2016\/05\/23\/13-steps-succession-planning\/\",\"name\":\"13 steps in succession planning - 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