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 11 - 14, 2024Atlantic City
Featured
NJCPA Convention & Expo
May 4, 2024Live Webcast
Buying, Selling, or Gifting a Business Creatively
May 20, 2024Live Webcast
Business and Industry Conference
May 24, 2024Live Webcast
Buying, Selling, or Gifting a Business Creatively
June 12, 2024Live Webcast
Small Firm Update
June 20, 2024Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
June 20, 2024Live Webcast
Simple EBITDA Improvements in Pursuit of M&A
June 24, 2024Live Webcast
A Complete Tax Guide to Exit Planning
July 25, 2024Live Webcast
Avoid Merging: Transformation Strategies to Stay Independent
August 6, 2024Live Webcast
Controllership Skills Update: Mergers, Acquisitions, and Alliances
August 6, 2024Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
August 20, 2024Live Webcast
A Complete Tax Guide to Exit Planning
September 6, 2024Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
September 11, 2024Live Webcast
Small Firm Update
October 8, 2024Live Webcast
A Complete Tax Guide to Exit Planning
October 16, 2024Live Webcast
Controllership Skills Update: Mergers, Acquisitions, and Alliances
October 24, 2024Live Webcast
Mergers and Acquisitions: Tricks, Traps and Terrors
November 19, 2024Live Webcast
A Complete Tax Guide to Exit Planning
November 21, 2024Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
November 30, 2024Live Webcast
A Complete Tax Guide to Exit Planning
December 11, 2024Live Webcast
Small Firm Update
December 20, 2024Live Webcast
A Complete Tax Guide to Exit Planning
December 26, 2024Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
February 6, 2025Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
February 12, 2025Live Webcast
A Complete Tax Guide to Exit Planning
March 20, 2025Live Webcast
Controllership Skills Update: Mergers, Acquisitions, and Alliances
April 10, 2025Live Webcast
A Complete Tax Guide to Exit Planning
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      Resources

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      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.