Succession Management
Services supporting leadership transition and organizational developme
A business consulting firm in Austin. Succession Institute supports CPA firms, family businesses, and CPA state societies with practice management, succession management, and organizational development services. Its offerings include strategic planning, succession planning, operations, marketing, technology strategy, personnel development, performance-based pay, communication, and resolving ownership conflicts. The firm also facilitates retreats, provides leadership training and keynotes, and offers webcasts, workshops, newsletters, videos, and a leadership academy. Products include a strategic planning virtual facilitator and competency framework with 360 assessments. Its customized GOALS process addresses governance and policies, organizational infrastructure and processes, abilities and competencies, leadership and management, and strategy and vision.
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Services supporting leadership transition and organizational developme
Planning support for CPA firms and family businesses.
Academy programs, workshops, webcasts, and keynote sessions.
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