Virtual
Beyond the Multiple: Building a Succession-Ready CPA Firm 2026
Date: Sept. 18, 2026
Time: 1 – 2 p.m. PT
CPE: 1
Overview
Succession planning involves far more than determining what a firm is worth. This webinar explores the factors that influence succession readiness, including owner dependence, staff depth, client concentration, operational maturity, buyer fit, and deal structure. Attendees will learn how to evaluate succession options and take practical steps to strengthen continuity and preserve future flexibility.
Product Code
1000005458-146489
Credit Type
CPE: 1CPE-Non-Technical: 1Intended Audience
CPAs and other financial professionals interested in the topic.
NASBA Field of Study
Business Management & Organization
Level of Difficulty
Basic
Prerequisites
None
Advance Preparation
None.
Learning Objectives
Major Subjects
- Succession readiness
- Transition options
- Buyer and deal evaluation
Faculty
Chase Insogna
Chase Insogna, CPA, has over 25 years of experience in accounting, tax, and firm leadership. He founded and operated a CPA firm for 15 years, growing the business at double-digits annually and building a team of 20 before selling the firm and fully retiring. After experiencing the succession process firsthand, Chase came out of retirement to serve as Director of M&A Growth for TaxDome, helping TaxDome firm owners explore succession and acquisi...
More about Chase InsognaAdditional Details
This Webinar is presented and sponsored by TaxDome.