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.  

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NJCPA and Third-Party Events

November 14, 2024Haddonfield
Southwest Jersey Chapter
Practical Business Planning for Second and Third Generations | Taxes in Retirement
November 18, 2024Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
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 5, 2024Spring Lake
Monmouth/Ocean Chapter
The Changing World of CPA Firm M&A | Trusts, Wills and Estates
December 6, 2024Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
December 11, 2024Live Webcast
Small Firm Update
December 12, 2024Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
December 20, 2024Live Webcast
A Complete Tax Guide to Exit Planning
December 21, 2024Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
December 26, 2024Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
January 2, 2025Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
January 23, 2025Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
February 6, 2025Live Webcast
Succession Planning for the Small Business Owner: Finding the Exit Ramp
February 8, 2025Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
February 12, 2025Live Webcast
A Complete Tax Guide to Exit Planning
February 27, 2025Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
March 13, 2025Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
March 20, 2025Live Webcast
Controllership Skills Update: Mergers, Acquisitions, and Alliances
March 26, 2025Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
April 3, 2025Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
April 10, 2025Live Webcast
A Complete Tax Guide to Exit Planning
April 18, 2025Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
May 15, 2025Live Webcast
Getting the Most When Selling a Business: Little Details to Get Top Value
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