Succession Institute
- Company typePrivate
- Founded-
- HeadquartersAustin, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
Succession Institute firmographics
Firmographics- Name
- Succession Institute
- Legal name
- Succession Institute, LLC
- Website
- https://successioninstitute.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Succession Institute industry classification
Industry- Product category
- Management Consulting
- NAICS
- Human Resources Consulting Services (541612), Management Consulting Services (54161), Professional and Management Development Training (611430)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Talent Management & Leadership Advisory (Succession, Performance, Culture) (BPACAJAH)
- akta.pro secondary industries
- Succession Planning & High-Potential (HiPo) Leadership Programs (EDABAAAL), High-Potential & Succession Coaching (EDABANAC), Family Business & Succession Advisory (FSAAADAL)
Keywords
Where Succession Institute is headquartered
LocationHeadquarters
- HQ city
- Austin
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Succession Institute business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Consulting and Facilitation Services: Direct consulting engagements with CPA firms and family businesses including strategic planning facilitation, retreat facilitation, succession planning consulting, and organizational development. These are typically project-based or retainer engagements.
- Training Programs: Revenue from structured training including the Succession Institute Leadership Academy (SILA), day-long to multi-day workshops, and leadership training programs delivered in partnership with CPA state societies.
- Webcast and Video Content: Password-protected webcast videos and slide handouts available for purchase. Content covers topics like succession planning, partner goal processes, accountability, leadership development, and practice management.
- Products: Four books published by AICPA, Competency Framework and 360 Assessments (SIPA), and the Strategic Planning Virtual Facilitator product.
- CPA State Society Services: Webcast series, compensation surveys, and leadership training delivered through state CPA society partnerships.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Consulting and Facilitation Services |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels7 records
Succession Institute product offering
Product offeringCore offering
Succession Institute delivers management consulting, customized facilitation, and structured training programs focused on succession planning, leadership development, and practice management for CPA firms and family businesses. The firm also sells proprietary assessment tools (SIPA 360° assessments, SI Competency Framework), a virtual strategic planning facilitator product, and a video learning platform (SITV), complemented by AICPA-published books and webcast series delivered through CPA state society partnerships.
Product overview
Succession Institute is a consulting and training company offering a portfolio of products and services focused on succession management, leadership development, and CPA firm management. The core offerings include the Strategic Planning Virtual Facilitator (a digital tool with video instructions and downloadable templates), the SI Competency Framework with SIPA 360 Assessments (for evaluating professional competencies), and the Succession Institute Leadership Academy. These are complemented by video-based learning through Succession Institute TV (SITV), webcast series, newsletters, and published books (via AICPA). The product ecosystem is designed to help CPA firms and family businesses with organizational development, strategic planning, talent development, and succession transitions.
Differentiator
Problem solved
Functional benefit
Brands
- Succession Institute TV (SITV): Video platform featuring educational content on leadership, succession planning, and practice management
- Succession Institute Leadership Academy (SILA)
- SI Competency Framework
- SIPA (Succession Institute Performance Assessment)
- Strategic Planning Virtual Facilitator
- Dynamic Leadership
- Learn Try Fail
Products and services
- Strategic Planning Virtual Facilitator A standalone virtual product providing step-by-step video instructions and downloadable forms and tools to help small CPA firms organize, orchestrate, and develop their own strategic plan, with virtual facilitation sessions for each step of the planning process.
- Competency Framework & 360 Assessments (SIPA) A proprietary 360° assessment tool (Succession Institute Performance Assessment) adapted from the standard QuadLead instrument that identifies attributes to help individuals become more effective professionals and leaders. Paired with the SI Competency Framework covering eight levels of CPA firm positions.
- Succession Institute Leadership Academy (SILA) A structured leadership academy program providing comprehensive training for developing leaders within CPA firms and family businesses.
- Succession Institute TV (SITV) A video-based learning platform offering webcasts, training videos, and educational content covering accountability, leadership skills, emotional intelligence, conflict and negotiation, CPA practice management, and succession management. Some content requires free registration or password purchase for full access.
- Day Long to Multi-Day Workshops Extended training workshops for organizations seeking to engage Succession Institute for comprehensive training beyond keynote lectures, covering leadership development and practice management topics.
- CPA Firm Consulting Services Direct consulting engagements with CPA firms covering succession planning, strategic planning, retreat facilitation, ownership conflict resolution, operations, marketing, technology strategy, performance-based pay, personnel development, and communication. Includes named offerings such as One Firm Concept, Superstar to Operator Model, and CPA Retreat Facilitation.
- Family Business Consulting Services Direct consulting engagements with family-owned businesses covering succession planning, strategic planning, retreat facilitation, ownership conflict resolution, operations, marketing, technology strategy, performance-based pay, personnel development, and communication.
- CPA State Society Services Partnership-based services for state CPA societies including webcast series, compensation surveys, and leadership training programs delivered through society channels.
- Keynote Speaking Engagements Keynote presentations and speaking engagements for CPA & Consultants and Executives & Management audiences at conferences, firm events, and association meetings.
- Books and Store Products Four books published by AICPA, authored by Succession Institute owners, covering succession planning and CPA firm management topics, sold through the firm's online store.
Quantifiable outcome
- Successfully transitioned 6 Partners in 7 years under a retirement and transition model
- +2 more outcomes
Companies that use Succession Institute
Customer profileNamed customers11 records
Segments4 records
Ideal customer profiles3 records
Succession Institute technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature6 records
Succession Institute partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core and secondary.
- CPA Firm Management Association (CPAFMA)coreEngaged in 2017 to lead the first CPAFMA Leadership Institute, a customized four-day workshop for CPA firm managers focused on Situational Leadership, trends, business models, governance, accountability, and people development.
- Texas Society of CPAs (TSCPA)coreLong-standing partnership for the Leadership Development Institute, a multi-year training program conducted with TSCPA for leadership development of CPA professionals.
- California Society of CPAs (CalCPA)corePartnership for the CalCPA Leadership Institute program, delivering Bill Reeb's leadership course to California CPAs for over a decade with life and career-focusing impact on graduates.
- Michigan Association of CPAs (MICPA)secondaryPresented keynote and breakout sessions at MICPA Members Advisory Symposium, with positive feedback from members on insights and enthusiasm about change and evolution of the profession.
- AICPA (American Institute of CPAs)corePublisher of Succession Institute's four books on succession planning. Dom and Bill's succession planning books form the basis for webcast series covering 15 areas for robust succession plans.
- QuadLeadsecondarySIPA (Succession Institute Performance Assessment) is adapted from the standard QuadLead instrument for 360° leadership assessments.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
Succession Institute competitors and assessment
Company assessmentDirect peers
- Boomer Consulting: Provides consulting, leadership training, and technology strategy specifically to CPA firms, directly comparable to Succession Institute's CPA Firm Services and CPA Technology Strategy offerings.
- Family Business Institute: Family business advisory and succession planning consulting firm serving multi-generational companies, directly comparable to Succession Institute's family business succession offerings.
- The Family Business Consulting Group: Specializes in succession planning, leadership development, and consulting for family-owned businesses, directly overlapping with Succession Institute's Family Business Services line.
- The Rainmaker Companies: Consulting and coaching firm focused on CPA firm leadership, partner performance, and succession planning, serving the same CPA vertical with comparable engagement models.
- A.E. Schwartz & Associates: Long-standing management consulting firm focused on succession planning, leadership development, and organizational improvement for smaller and mid-sized firms, with similar niche methodology-driven positioning.
Broad incumbents
- Center for Creative Leadership: Established global leadership development institution with assessments, executive education, and coaching; a broader incumbent with overlapping leadership/360 assessment capabilities.
- Korn Ferry: Global organizational consulting firm with large succession planning, leadership development, and talent advisory practices that compete for similar enterprise mandates.
- DDI (Development Dimensions International): Large-scale leadership development and assessment provider with overlapping 360 leadership assessment and executive coaching offerings.
- FranklinCovey: Global leadership and execution training firm offering structured leadership development programs and content that compete with Succession Institute's training and SITV offerings.
Emerging players
- Top Line Coaching CPA: Niche coaching and consulting firm specifically serving CPA firms on leadership and growth, an emerging peer with direct overlap in the CPA vertical.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Succession Institute social profiles
Digital presenceSuccession Institute financial estimates
Financial estimateRevenue estimate
Valuation estimate
Succession Institute leadership team
Management profileNumber of profiles
Profiles5 records
Succession Institute funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Succession Institute M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Succession Institute
What does Succession Institute do?
Succession Institute delivers management consulting, customized facilitation, and structured training programs focused on succession planning, leadership development, and practice management for CPA firms and family businesses. The firm also sells proprietary assessment tools (SIPA 360° assessments, SI Competency Framework), a virtual strategic planning facilitator product, and a video learning platform (SITV), complemented by AICPA-published books and webcast series delivered through CPA state society partnerships.
Is Succession Institute a public or private company?
Succession Institute is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Succession Institute founded?
Succession Institute was founded in -1. It employs 1 to 10 people.
Where is Succession Institute based?
Succession Institute is headquartered in Austin, United States, in the North America region.
How does Succession Institute make money?
Five revenue lines are on record. Consulting and Facilitation Services are the primary driver. The others are training Programs, webcast and Video Content, products and CPA State Society Services.
Who are Succession Institute's main competitors?
Direct peers on record are Boomer Consulting, Family Business Institute, The Family Business Consulting Group, The Rainmaker Companies and A.E. Schwartz & Associates. Broad incumbents are Center for Creative Leadership, Korn Ferry, DDI (Development Dimensions International) and FranklinCovey. Top Line Coaching CPA is listed as an emerging player.
Does Succession Institute have an API?
No public API is recorded for Succession Institute.
What industry is Succession Institute in?
Succession Institute's product category is Management Consulting. Its primary akta.pro industry code is BPACAJAH, Talent Management & Leadership Advisory (Succession, Performance, Culture), with a secondary code of EDABAAAL, Succession Planning & High-Potential (HiPo) Leadership Programs. Its NAICS code is 541612 and its SIC code is 8742.