Succession Planning - Lucrative and Creative Options
Day 1: 8:55am - 10:00am (MT)
A lack of internal succession underscores more than 90% of CPA and Public Accounting firms across the United States. What options exist for firms that serve high-value clients and every-day households, for firms that serve businesses and for firms that serve individuals. In this session, Consultant, Business Broker, and Recruiter Geoff Bruskin, specializing in the CPA/Accounting Profession nationwide, will go into lucrative and creative options for firms of all shapes and sizes, from firms with 7 figure net earnings, to single-member firms with 5-6 figures of annual revenue.
- One more great ISCPA membership benefit
- Part of the ISCPA 2026 ROI Series
- Enhance your knowledge
- Maximize your ISCPA Membership
ISCPA strives to curate diverse and relevant content that aligns with the interests and needs of our members while helping to maximize your membership investment. We understand that managing a multitude of responsibilities and demands can make it challenging to prioritize your continued learning. However, it is crucial to allocate time for yourself amidst the busyness of life. You've made the financial investment, now make the personal one - and take advantage of everything ISCPA has to offer you.
Welcome to the 2026 ROI Series14 Complimentary CPE Credits
For ISCPA Members!
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2026 ISCPA Membership for Complimentary Access
1.00 credits
Bruskin Geoff
Geoff Bruskin is a Consultant, Business Broker, and Recruiter specializing in the CPA/Accounting profession nation-wide. He has done over $50,000,000 in deal-flow in the accounting space, recruited dozens of executives and middle-level managers for small and boutique accounting firms for succession planning and capacity development, and consults with CPA firms, Wealth Management Firms, and Private Equity firms up to 11 figures in Fund-Size and AUM on how to prove concept, first strategically and then with grounded tactics - always in the CPA/Public Accounting space. Geoff communicates clearly, is singularly focused on relationships rooted in honesty and integrity, and enjoys coming up with creative solutions to hard challenges.
geoff@whitetigerconnections.com
860-227-1480 (cell)