July 24, 2026

In-Person

On Parade Diner - Woodbury
7980 Jericho Turnpike, Woodbury, New York 11797

NASBA 2
•
NYSED 2

Succession Planning for Solo and Small CPA Firm Owners

July 24, 2026
In-Person
NASBA 2
•
NYSED 2

Succession Planning for Solo and Small CPA Firm Owners

  • View Bio

    Instructor

    Sandy
    Johnson

    View Bio

    Ms. Sandy Johnson, CPA

    Bio
    Sandra G. Johnson, CPA, EA, CFE is Managing Partner at Johnson Kass & Greenberg CPAs, an accounting and tax practice located in Melville, NY. In addition to running a successful CPA firm, Sandy is the President of the National Conference of CPA Practitioners. She is an active member of the AICPA, NYSSCPA and a member of the Association of Certified Fraud Examiners. Sandy is Past President of the Chamber of Commerce of the Bellmores and Past President of the Long Island Center for Business and Professional Women. Sandy is a Certified Public Accountant, licensed in the state of New York, an Enrolled Agent with the Internal Revenue Service and a Certified Fraud Examiner. In 2015 Sandy was named one of the Top 100 Most Influential People in Accounting by Accounting Today. She is the recipient of the Town of Hempstead Pathfinder Award, the NYS Assembly Women of Distinction Award, winner of the LI Press Best of Long Island and the recipient of the Nassau Council of Chambers of Commerce Small Businessperson of the Year award. Sandy is a former college professor and lectures around the country on the following topics: • Starting Your Own Business
    • Developing a Strategic Business Plan
    • Divorce Taxation
    • How to Market on the Internet
    • Networking 101
    • Year-end Tax Tips
    • Show Me the Money! Improving Your Company’s Cash Flow
    • Become a Rainmaker
    • And more… Sandy has been published in Accounting Today, the Practicing CPA e-newsletter and the Journal of the National Conference of CPA Practitioners.

For many solo and small CPA firm owners, succession planning is one of the most important business decisions they will ever make—yet it is often postponed until retirement is on the horizon or an unexpected event occurs. A well-designed succession plan helps protect the value of the practice, ensures continuity of client service, provides stability for employees, and gives firm owners peace of mind.

This session will explore the key components of successful succession planning for small accounting practices. Participants will learn how to define their long-term vision for the firm, evaluate available transition options, and prepare their practice for a future ownership change. Topics will include internal transitions, external sales, mergers, emergency continuity planning, documentation of firm procedures, financial preparation, and strategies for preserving client relationships throughout the transition process.

The program will also discuss practical steps firm owners can take today to increase the value and transferability of their practices, regardless of whether retirement is five years or twenty years away. Attendees will leave with a framework for developing a succession strategy that protects their legacy while ensuring continued service to clients and opportunities for staff.

Learning Objectives

  • Identify the primary succession options available to solo and small CPA firm owners
  • Recognize the importance of documentation and continuity planning in preparing a practice for transition
  • Evaluate financial and operational factors that impact firm value and marketability
  • Understand the role of leadership development and client communication in a successful succession plan
  • Develop an action plan for beginning or improving succession planning within their own firm

Major Topics

  • Define their long-term vision for the CPA firm
  • Evaluate available transition options
  • Prepare the CPA practice for a future ownership change

CPE Credits Available

NASBA 2
NYSED 2
2
Specialized Knowledge (NASBA) - NASBA
2
Specialized Knowledge (NYSED) - NYSED

On Parade Diner - Woodbury

7980 Jericho Turnpike, Woodbury, New York 11797

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Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

None

Intended Audience

Solo practitioners, small CPA firm owners, partners, and managers involved in firm leadership, practice management, and long-term strategic planning

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