Attention FAE Customers:
Please be aware that NASBA credits are awarded based on whether the events are webcast or in-person, as well as on the number of CPE credits.
Please check the event registration page to see if NASBA credits are being awarded for the programs you select.

Want to save this page for later?


Must read article from our Executive Director: Have You Thanked an NYSSCPA Committee Member Today?


Business Exit and Succession Planning


Committee Members

To view a member's contact information, click on the member's name (for NYSSCPA members only)

Member roster is not available at this time.

View on one page »

Committee Meetings

Meeting schedule currently unavailable

Want to get involved with this committee? Visit the committee application to join today!

Join This Committee

About the Business Exit and Succession Planning Committee

Who We Are

The Business Exit and Succession Planning Committee provides a discussion forum and disseminates information to members with respect to various aspects of exit and succession planning for business owners. It consists of CPAs whose practice centers around owners of privately held companies. Our mission is to educate ourselves, our clients and the general public about the many business exit and succession planning techniques and strategies available today.

Committee meetings are held approximately 6 to 12 times during the year. At these meetings, members exchange ideas about current business exit and succession planning issues. Additionally, discussions involve areas of personal financial planning, estate planning, and business valuation issues as they relate to business exit and succession planning only. Discussions will not be investment related in any capacity.

Click here to view past Committee Chair Bernie Leone's presentation on "Business Exit & Succession Planning: A Valuable Service to Add to Your CPA Practice."

Click here to read an interview with committee member Keith Lazarus.

What We Do 

--Disseminate technical information through educational seminars, articles, and other presentations.

--Establish a forum to assist professionals on technical issues as they relate to business exit and succession planning.

--Help members increase their practice by adding exit and succession planning as a service.

--Provide networking opportunities at committee meetings and conferences.

--Write articles for the Society publications. 

--Promote the idea that business exit and succession planning should be an integral core part of a CPA's practice

Who Should Join Anyone interested in:

Anyone interested in:

--Positioning their practice to benefit from the aging baby boomer generation.

--Increasing their knowledge in business exit and succession planning.

--Creating a new source of revenues for their practice and differentiating themselves from the competition.

--Strengthening their relationship with their existing clients.

--Wanting to benefit from sharing day-to-day experiences from fellow CPAs

-- Helping the committee and the Society through writing articles and preparing educational sessions.