Succession planning pathways guide for public practitioners (941.98 KB) - last updated Tuesday, 22 February 2011
A comprehensive guide that provides information and practical tools to assist in planning and managing succession for a public practice.
A 13-minute presentation, free to members, looks at the key issues involved in the sale of an accounting practice from the perspectives of both the purchaser and vendor.
Succession planning diagnostic
Obtain a quick online assessment of the level of succession readiness for a public practice along with identification of possible succession options and an indicator of practice value. The online diagnostic tool is hosted externally and was developed by Hayes Knight.
Succession planning checklists
A range of checklists found in the Succession planning pathways guide to assist public practices assess and document strategies to improve their succession planning readiness.
Succession planning workpapers
A range of workpapers found in the Succession planning pathways guide to assist public practices assess and document strategies to improve their succession planning readiness.
The BizExchange website, partnered by CPA Australia, offers a range of resources to assist business buyers and sellers to transition ownership.