The timing of major life events can have a significant impact on your business and retirement plans. Even if you were planning to retire and close your practice in the next 24 months, it’s important to have a solid succession plan in place.
Research shows that only 7% of CPA firm owners have any succession planning in place. Many spend a lifetime helping their clients achieve their retirement goals while not having any of their own. Some simply stop servicing clients and lock the door when it’s time to retire, leaving clients and staff to fend for themselves.
Are you wondering if this was your last Tax Season? Do you have the investment in technology and resources to service a ‘new normal’? Or do you even want to continue running your practice?
That’s where KSDT CPA can help provide a win-win-win solution.