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E138 - The Crucial Role of Succession Planning in Every Firm

Welcome to the Boomer Briefing Podcast, where we help you solve a critical business issue in 20 minutes or less.

On this episode of the Boomer Briefing Podcast, Jim Boomer, Shareholder and CEO at Boomer Consulting talks to Lisa Foley about Succession Planning. Learn more about why every firm should have a vision and strategy, how to keep the firm accountable, and how to document strategic planning.

Jim on Social Media: Twitter: @jimboomer LinkedIn: @jimboomer

Lisa Foley/Baldwin CPAs on Social Media: LinkedIn: @lisa-devaughn-foley-7884572a

Baldwin CPAs Facebook: @baldwincpas

Baldwin CPAs Twitter: @@baldwincpas

Baldwin CPAs LinkedIn: @baldwin-cpas-pllc

Look out for new episodes every Tuesday, involving The Boomer Advantage 5 Pillars of a Successful Firm: leadership, process, technology, talent, and growth.

For more information about Boomer Consulting, visit


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