ISSUESWATCH PODCAST

Passing the Torch: Tips for Successful Firm Succession

March 12, 2024

Host Sean Stein Smith, CPA, welcomes Garrett Wagner, CPA, who shares his first-hand experiences with succession planning and provides tips and recommendations for firm leaders to ensure the successful continuation of their firms.

Resources:

Succession planning articles, resources and events

Garrett Wagner

Garrett is an industry thought leader on a mission to fuel the entrepreneurial spirit and passion within the accounting industry. With his ability to break free from the traditional CPA box, the entrepreneurial CPA has not only embraced this mindset but is on a mission to help others embrace the skills and knowledge needed to succeed. Garrett’s background includes working at CPA firms; speaking at conferences and events; and consulting for CPA firms across the country, helping them to ignite lasting change by understanding the unique needs of each firm.

Sean D. Stein Smith

Dr. Sean Stein Smith, CPA, DBA, CMA, CGMA, CFE, is a professor at the City University of New York – Lehman College. He is a member of the NJCPA Board of Trustees, a New Jersey CPA Political Action Committee Trustee and participates on several interest groups.

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