accounting firm valuation Archives

CPA firm leaders reviewing a succession planning checklist covering clients, knowledge, ownership, and future leadership

13 Jul

CPA Firm Succession Planning Checklist: Protect Clients, Knowledge, and Future Leadership

Accounting Workforce Development / Leadership & Succession

By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 13, 2026 | 18-minute read TL;DR — Key Takeaway CPA firm succession planning must transfer more than ownership. It must protect client trust, institutional knowledge, operating continuity, and the next generation of firm leadership. A complete

23 Jun

Succession Planning for Accounting Firm Partners: Why Your Exit Plan Is Really a Development Problem

Accounting Firm Growth

By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | Skillability for Accounting Firms Last updated: 2026 | 13-minute read TL;DR — The Short Answer Succession planning for accounting firm partners is the process of preparing to transfer ownership, client relationships, and leadership so the firm continues — and retains its value —

accounting firm valuation Archives - SkillAbility

CPA Firm Succession Planning Checklist: Protect Clients, Knowledge, and Future Leadership

Succession Planning for Accounting Firm Partners: Why Your Exit Plan Is Really a Development Problem

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accounting firm valuation Archives - SkillAbility

CPA Firm Succession Planning Checklist: Protect Clients, Knowledge, and Future Leadership

Succession Planning for Accounting Firm Partners: Why Your Exit Plan Is Really a Development Problem

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