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Bill Carlino, Transition Advisors, Shares Insight on Succession Planning with The Progressive Accountant

Parent Category: The Progressive Accountant - Learning Center
Wednesday, 24 June 2015
Published Date
Written by The Progressive Accountant

Bill Carlino, Managing Director, Transition Advisors and Patrick O’Leary, Associate Publisher, The Progressive Accountant discuss the critical importance of implementing a succession plan at accounting firms. To avoid future mergers under unfavorable terms or the abrupt closure of firms, Mr. Carlino stresses the need for all accounting firms- especially firms with under 15 employees and sole practitioners, to evaluate internal and external succession options and identify a plan to ensure the sustainability of their business.

https://www.youtube.com/watch?v=DQZSkLK1y1A 

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