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

April 22, 2026Live Webcast
Strategic Finance and Accounting Conference
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
April 30, 2026Live Webcast
Linking Risk Management to Strategy
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
May 29, 2026Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
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 17, 2026Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
June 22, 2026Live Webcast
A Complete Tax Guide to Exit Planning
June 26, 2026Live Webcast
Mergers and Acquisitions: Complete Guide to Relevant Issues
June 26, 2026Live Webcast
New Mergers & Acquisitions: Tricks, Traps, & Terrors
August 4, 2026Live Webcast
Controllership Skills Update: Mergers, Acquisitions, and Alliances
August 4, 2026Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
August 18, 2026Live Webcast
A Complete Tax Guide to Exit Planning
August 27, 2026Live Webcast
Navigating Mergers & Acquisitions with AI: The Future of Deals
September 4, 2026Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
September 24, 2026Live Webcast
Valuing a Business: What is this company worth?
September 25, 2026Live Webcast
Navigating Mergers & Acquisitions with AI: The Future of Deals
September 28, 2026Live Webcast
A Complete Tax Guide to Exit Planning
October 6, 2026Live Webcast
A Complete Tax Guide to Exit Planning
October 14, 2026Live Webcast
Controllership Skills Update: Mergers, Acquisitions, and Alliances
October 27, 2026Live Webcast
Navigating Mergers & Acquisitions with AI: The Future of Deals
November 17, 2026Live Webcast
A Complete Tax Guide to Exit Planning
November 19, 2026Live Webcast
Navigating Mergers & Acquisitions with AI: The Future of Deals
November 20, 2026Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
November 28, 2026Live Webcast
A Complete Tax Guide to Exit Planning
December 8, 2026Live Webcast
Navigating Mergers & Acquisitions with AI: The Future of Deals
December 18, 2026Live Webcast
A Complete Tax Guide to Exit Planning
December 23, 2026Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
January 6, 2027Live Webcast
Navigating Mergers & Acquisitions with AI: The Future of Deals
February 4, 2027Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
February 10, 2027Live Webcast
A Complete Tax Guide to Exit Planning
February 10, 2027Live Webcast
Navigating Mergers & Acquisitions with AI: The Future of Deals
March 10, 2027Live Webcast
Navigating Mergers & Acquisitions with AI: The Future of Deals
March 18, 2027Live Webcast
Controllership Skills Update: Mergers, Acquisitions, and Alliances
April 8, 2027Live Webcast
A Complete Tax Guide to Exit Planning
April 19, 2027Live Webcast
Navigating Mergers & Acquisitions with AI: The Future of Deals
May 14, 2027Live Webcast
Navigating Mergers & Acquisitions with AI: The Future of Deals
June 8, 2027Live Webcast
Navigating Mergers & Acquisitions with AI: The Future of Deals
June 26, 2027Live Webcast
Navigating Mergers & Acquisitions with AI: The Future of Deals
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