Succession Planning Toolkit

Author: CPA Canada

The Succession Planning Toolkit – a unique planning resource for accounting practitioners.

As a professional chartered accountant you often advise your clients on succession planning issues. Now it's time to get some advice yourself on charting the best path for your accounting practice.


The Succession Planning Toolkit has the tools you need to plan, implement and execute an exit strategy:

  • Comprehensive step-by-step strategies for maximizing the profitability of your practice now so you can increase its value for future succession.
  • Three modules of real-world guidance — Getting Started, Getting Ready, and Making Your Move.
  • Self-assessment checklists and planning forms – with useful Word templates on CD-ROM that you can customize to meet the particular circumstances of your accounting practice.

Target clientele

CPAs in business/industry

Available in French

Outils de planification de la relève

Full description