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Professional Insights

PCPS CPA Firm Succession Planning Survey Solo/Sole full report

Sep 30, 2023 · 2.3 MB Download

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The CPA Firm Succession Planning Survey, conducted every four years, offers a unique snapshot of the state of succession planning in CPA firms, along with insights into how firms are addressing succession challenges. This report provides the results for CPA firms with only one owner, including solo practitioners, individual owners with no staff, and sole proprietors, single owners that employee staff. Highlights from the survey include:

  • A startling number of owners (44%) plan to retire soon, which points to a

Download the PCPS Succession Planning Survey Solo Results

File name: pcps-succession-planning-survey-solo-results.pdf

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Topics

Firm Practice Management

Subtopics

Owner Development & Accountability
Small Firm Management
Strategic Planning
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