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CPA practice transition meeting where client trust transfers from a retiring partner to a prepared successor.
02 Jul

Client Retention in a CPA Practice Transition: What Most Firms Miss

Succession Planning

By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 2026  |  14-minute read TL;DR — The Short Answer Client retention in a CPA practice transition depends on whether client trust transfers, not just whether the client list is assigned. Most firms treat a CPA practice

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