Succession Planning

Succession Planning is the key for the future of your business. Jones CPA Group can help you develop a plan for a smooth transition by identifying critical roles and retaining essential personnel.

The key elements to consider:

  • Deciding Best Path to Take
  • Steps to Selling Your Business
  • Merger Negotiations and Documentation
  • Transitioning for New Leaders and Responsibilities
  • Practice Continuation Agreements
  • Partner Retirements
  • How Billing Rates and Profitability Affect the Net Worth of Your Business
  • Due Diligence
  • Key Factors to a Partnership Agreement