New York Chapter

2020 Succession Management Survey is Open

Published September 28, 2020
As we have done before, due to CPAFMA's strong relationships with Succession Institute and the AICPA, we wanted to send you this survey link for the AICPA Private Companies Practice Section’s (PCPS) and Succession Institute’s Succession Management survey. They need our members' feedback to obtain an updated understanding of trends in Succession Management among CPA firms. Therefore, they would like to know the choices you are making regarding Succession Management and related issues at your firm. Your survey responses will NOT be attributed to you or identified with you in any report or summary. And the great news is … if you complete this survey and provide your email address, you will automatically be emailed a copy of the report for FREE.
The survey will likely take you about 45-60 minutes. Our firm managers have commented after completing this survey in previous years that the questions themselves serve as an excellent overview of issues most firms are working through to put their Succession Management plans in place. This survey does not ask for information that will require you to pull together financial statistics, so you should be able to answer these questions based on your knowledge of your owner agreements and operating policies.
Once the survey has closed, Succession Institute will compare some of the results to those from their 2016 survey where they had similar questions (and potentially compare a few results to surveys previous to that as well) in order to prepare a comprehensive review of today’s succession landscape.
In order to receive your FREE Succession Management report, you must complete your survey at the latest by 5 PM PDT on October 9th, 2020. We are requesting that only one completed survey be submitted per firm.
If you have received a link via email, you are encouraged to use that one as it is personalized. If you do not have that link, please click here.