Succession Planning – The Accountant’s Estate Letter

succession planning for accountants

Succession Planning – The Accountant’s Estate Letter

In the past few months, we’ve gotten several requests from CPA’s for a simple letter to leave instructions to their estate executor if the need should arise to rapidly facilitate an accounting practice sale.

I’m happy to say that we have prepared this letter and are happy to send free of charge.

Simply go to our contact page and type “Estate Letter” in the comment box.

Cheers,

Brannon Poe
accountant succession planning guide