Succession Planning Knowledge Hub

Identifying future needs, evaluating the talent pipeline and keeping revenue strong are key aspects of succession planning. Find out what kind of leadership is needed to transition owners to the next phase and what role private equity can play. 

Review our collection of articles, events and resources below.  

 

NJCPA and Third-Party Events

June 3 - 6, 2025Atlantic City
Featured
NJCPA Convention & Expo
May 15, 2025Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
May 30, 2025Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
June 7, 2025Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
June 16, 2025Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
June 18, 2025Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
June 23, 2025Live Webcast
A Complete Tax Guide to Exit Planning
June 23, 2025Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
June 26, 2025Live Webcast
New Mergers & Acquisitions: Tricks, Traps, & Terrors
July 5, 2025Live Webcast
Mergers & Acquisitions: Tips and Speed Bumps to Avoid
July 8, 2025Live Webcast
Mergers and Acquisitions: Complete Guide to Relevant Issues
July 17, 2025Live Webcast
New Mergers & Acquisitions: Tricks, Traps, & Terrors
July 25, 2025Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
August 4, 2025Live Webcast
Mergers & Acquisitions: Tips and Speed Bumps to Avoid
August 5, 2025Live Webcast
Controllership Skills Update: Mergers, Acquisitions, and Alliances
August 5, 2025Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
August 16, 2025Live Webcast
Mergers and Acquisitions: Complete Guide to Relevant Issues
August 19, 2025Live Webcast
A Complete Tax Guide to Exit Planning
August 21, 2025Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
August 26, 2025Live Webcast
New Mergers & Acquisitions: Tricks, Traps, & Terrors
September 5, 2025Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
September 9, 2025Live Webcast
Mergers and Acquisitions: Complete Guide to Relevant Issues
September 9, 2025Live Webcast
Mergers & Acquisitions: Tips and Speed Bumps to Avoid
September 17, 2025Live Webcast
New Mergers & Acquisitions: Tricks, Traps, & Terrors
September 19, 2025Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
October 1, 2025Live Webcast
Mergers & Acquisitions: Tips and Speed Bumps to Avoid
October 7, 2025Live Webcast
A Complete Tax Guide to Exit Planning
October 15, 2025Live Webcast
Controllership Skills Update: Mergers, Acquisitions, and Alliances
October 16, 2025Live Webcast
Mergers and Acquisitions: Complete Guide to Relevant Issues
October 20, 2025Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
October 25, 2025Live Webcast
New Mergers & Acquisitions: Tricks, Traps, & Terrors
November 4, 2025Live Webcast
Mergers & Acquisitions: Tips and Speed Bumps to Avoid
November 11, 2025Live Webcast
Mergers and Acquisitions: Complete Guide to Relevant Issues
November 17, 2025Live Webcast
New Mergers & Acquisitions: Tricks, Traps, & Terrors
November 18, 2025Live Webcast
A Complete Tax Guide to Exit Planning
November 21, 2025Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
November 21, 2025Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
November 29, 2025Live Webcast
A Complete Tax Guide to Exit Planning
December 9, 2025Live Webcast
Mergers & Acquisitions: Tips and Speed Bumps to Avoid
December 17, 2025Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
December 19, 2025Live Webcast
A Complete Tax Guide to Exit Planning
December 24, 2025Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
December 26, 2025Live Webcast
Mergers and Acquisitions: Complete Guide to Relevant Issues
December 26, 2025Live Webcast
New Mergers & Acquisitions: Tricks, Traps, & Terrors
January 2, 2026Live Webcast
Mergers & Acquisitions: Tips and Speed Bumps to Avoid
January 16, 2026Live Webcast
Mergers and Acquisitions: Complete Guide to Relevant Issues
January 17, 2026Live Webcast
New Mergers & Acquisitions: Tricks, Traps, & Terrors
January 21, 2026Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
February 5, 2026Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
February 6, 2026Live Webcast
Mergers & Acquisitions: Tips and Speed Bumps to Avoid
February 11, 2026Live Webcast
A Complete Tax Guide to Exit Planning
February 23, 2026Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
February 26, 2026Live Webcast
New Mergers & Acquisitions: Tricks, Traps, & Terrors
February 27, 2026Live Webcast
Mergers and Acquisitions: Complete Guide to Relevant Issues
March 2, 2026Live Webcast
Mergers & Acquisitions: Tips and Speed Bumps to Avoid
March 16, 2026Live Webcast
Mergers and Acquisitions: Complete Guide to Relevant Issues
March 17, 2026Live Webcast
New Mergers & Acquisitions: Tricks, Traps, & Terrors
March 19, 2026Live Webcast
Controllership Skills Update: Mergers, Acquisitions, and Alliances
March 23, 2026Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
April 6, 2026Live Webcast
Mergers & Acquisitions: Tips and Speed Bumps to Avoid
April 9, 2026Live Webcast
A Complete Tax Guide to Exit Planning
April 24, 2026Live Webcast
Mergers and Acquisitions: Complete Guide to Relevant Issues
April 25, 2026Live Webcast
New Mergers & Acquisitions: Tricks, Traps, & Terrors
April 25, 2026Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
May 7, 2026Live Webcast
Mergers & Acquisitions: Tips and Speed Bumps to Avoid
May 16, 2026Live Webcast
Mergers and Acquisitions: Complete Guide to Relevant Issues
May 18, 2026Live Webcast
New Mergers & Acquisitions: Tricks, Traps, & Terrors
May 18, 2026Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
June 13, 2026Live Webcast
Mergers & Acquisitions: Tips and Speed Bumps to Avoid
June 15, 2026Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
June 26, 2026Live Webcast
Mergers and Acquisitions: Complete Guide to Relevant Issues
June 26, 2026Live Webcast
New Mergers & Acquisitions: Tricks, Traps, & Terrors
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      Resources

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      Mergers & Acquisitions Classified Ads
      View classified ad postings from CPA firms looking to be acquired and those looking to acquire or merge with other firms.
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      Whitman Transition Advisors
      Get customized solutions for strategic focus and growth — including merger and acquisition, talent acquisition and practice management consulting — from Whitman Transition Advisors.