Beyond the exit plan: Designing succession around vision, continuity
March 20, 2026
Succession planning feels different in an accounting firm today. It’s always been important, but the context is different now.
Talent expectations have shifted, we have more capital options and leadership timelines are less predictable. If we keep treating succession as a distant, partner-only event, we risk building plans that technically work but strategically miss the mark.
Intentional succession starts with the lived, operational vision that shows up in how you lead, invest, promote and make tradeoffs.
The first hard question is simple: What are you actually building? Consider these tips for designing intentional succession plans that leave your firm stronger after a transition.
