Succession Planning Tips for Those Short on Time

Succession Planning

Succession Planning tips for those short on time.


You are likely in the thick of busy season, so we’ll be concise and to the point today.


If you own an accounting practice and want to begin marketing your firm this spring, here are three last-minute succession planning tips to focus on to help put your practice in the best light.


  • Look for any easy cosmetic fixes such as fresh paint in the reception area, landscaping maintenance, carpet cleaning, etc.
  • Clean up any old accounts receivable. Buyers want clients who pay on time.
  • Clean up your office. A tidy office is a big help.  A messy office with files everywhere can make the practice seem overwhelming to manage.


Have a longer time frame and want to dive deeper?  Check out our free succession planning guide!

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