AICPA Succession Planning Summit
  • What is my practice worth?
  • What are the benefits of a firm merger or acquisition?
  • How do I chose a merger or acquisition partner?
  • What are the keys to staff and client retention after a merger or acquisition?
  • How do I develop and execute an internal succession plan?
  • When should I start my transition plan?

Join top experts at the AICPA Succession Planning Summit. Register Now.

Expert Presenters
Succession Planning Resources
August J. Aquila, PhD
CEO of AQUILA Global Advisors, LLC
Presenting in
New York
Succession Planning Resources
Bill Reeb, CPA, CITP, CGMA Co-Founder & CEO of Succession Institute, LLC
Presenting in Durham
Succession Planning Resources
Joel L. Sinkin President, Transition Advisors LLC
Presenting in
New York
Each Summit, tailored by firm size, offers you:
  • Current Market Trends
  • Merger and Acquisition Options
  • Leadership Development
  • Transition Implementation
  • Success Metrics
  • Registration includes 1 hour pre-summit and 4 two hour Post Summit Webinars /Coaching Sessions with Summit Leaders!
  • Live Speakers at Both Locations
  • And Much More
Why You Should Attend the AICPA Succession Planning Summit:

If your firm is looking to grow through acquisitions, or considering options for transition to retirement, you should not miss this event. You will learn the current market trends and how they affect transactions today and in the future. The intimate setting of the summit will provide unparalleled access to succession planning experts.

Over the next five to fifteen years, baby-boomer CPA firm owners will reach retirement age, yet according to the 2012 AICPA PCPS Succession Survey:

  • Only 6% of sole practitioners have a written succession plan. Experts say it can take 3-5 years to execute even the strongest of succession plans.
  • Only 46% of multi-owner firms have a written succession plan. Do you and your partners have a written succession plan? If you have a succession plan, are you and your partners aligned with it? Do you understand the role that mergers and acquisitions play in the long- and short-term success of your firm?
  • You should also consider that if something were to happen to you, and you did not have a succession plan in place:
    • The other employees in your firm would be out of a job.
    • Your clients would not have a firm with which they were comfortable using for their accounting and tax needs.
    • Would your firm help provide for your family or beneficiaries?

Whether your firm is planning to grow through mergers and acquisitions, or is currently navigating through the process of transition, it’s essential you take the necessary steps to ensure the legacy of your practice by participating in this valuable summit.

Who Should Attend?
Firm owners/partners interested in mergers, acquisitions, or practice continuation agreements and building their firm’s roadmap to a successful future.

Each Summit is geared to a specific size of firm with content tailored to address the firm’s specific needs:

Register Now

For Sole Owners and Small Firms with up to 3 Partners
October 30, 2013
New York, NY or Durham, NC

For Medium Firms with 4 or more Partners
October 28-29, 2013
New York, NY or Durham, NC



As the home for public practitioners at the AICPA, Private Companies Practice Section (PCPS) helps power accounting firms of all sizes with high-quality PCPS member-exclusive tools. We work as the strategic service center for the performance of your firm - providing a venue to harness business opportunities, overcome challenges, and help your firm run more smoothly.

PCPS Section Members Save an Additional $100.00: If you are a PCPS member, you can save $100.00 off the registration price. Go to to access promotional code to ensure exclusive PCPS member firm pricing.

Not a PCPS member?  Membership is only $35 per CPA*, so the membership pays for itself when you save $100 above!

Find out more information on the PCPS Section Website.
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