Bill Reeb

Join Bill Reeb for an engaging and highly practical workshop on Succession Planning for Business Owners. In this session, Bill will provide business leaders with essential tools to navigate the complexities of succession planning, ensuring a smooth and strategic transition. Whether you're considering selling your company, transitioning leadership, or structuring an ESOP, this workshop will equip you with the knowledge and frameworks to make informed decisions., focusing on the complexities and challenges of ensuring a sustainable future for a business. He will explore succession planning strategies beyond just selling the company, including partial retirement, growth considerations, ESOPs, and family business transitions. Bill will share real-world examples of how business owners navigate succession decisions and offer actionable frameworks to help leaders plan effectively.

Key Takeaways

• Succession is Not Just Selling the Business: Exploring alternative succession strategies: hiring leadership, phasing retirement, ESOPs, or transitioning ownership. | How to build a future-proof company that thrives beyond the founder.
• Navigating the Complexities of Business Ownership & ESOPs: Why ESOPs may not fully distribute ownership and control as expected. | Understanding leadership succession in businesses with multiple stakeholders.
• Decision-Making & Planning for Long-Term Success: How personal and emotional biases impact succession planning. | Aligning leadership goals with financial realities and business sustainability.
• Succession in Family Businesses: Balancing Legacy & Practicality: The challenges of keeping leadership within the family. | Tools like the "Green Card, Yellow Card, Red Card" system for succession readiness.
• Avoiding Succession Pitfalls & Expectation Misalignment: Common reasons why succession plans fail and how to prevent them. | Importance of open communication and aligning stakeholder expectations.

Bio

Bill has been consulting for three decades to all sizes of businesses, from Mom-and-Pop operations to Fortune 100 companies, primarily in the areas of strategy, leadership and change management. He decided to add the credentials of CPA behind his advisory work and became a CPA in 1986. Prior to his life as a CPA, he worked for IBM in sales back in the late 70’s. As an entrepreneur, Bill has founded seven small businesses, he had two ladies clothing stores, one retail computer software store, a software development firm, a computer consulting firm, a CPA firm and his current management consulting firm Succession Institute, LLC.

As an award-winning public speaker, Bill lectures throughout the U.S. and Canada to thousands of executives and CPAs each year.  In addition, he has been featured on numerous video-taped and live television programs.  As an award-winning author, Bill is internationally published with hundreds of articles and columns to his credit.  In addition, he authored a bi-monthly column called “In the Bill-iverse” which was distributed by numerous State CPA Societies as part of their Practice Management e-newsletter.  Bill has been published by various magazines, journals and newspapers, and has co-authored two books on Succession titled Securing the Future: Building Your Firm’s Succession Plan with its companion field guide called, Securing the Future: Implementing Your Firm’s Succession Plan. He also co-authored the Succession Resource Center website materials for PCPS in 2008 and the fourth edition of their consulting book called, Becoming a Trusted Business Advisor, How to Add Value, Improve Client Loyalty, and Increase Profits. Finally, Bill’s book on how to avoid getting stuck as an overachiever, fittingly titled The Overachiever’s Guide to Getting Unstuck: Replan, Reprioritize, Reaffirm is constantly used in the private coaching sessions he conducts with various leaders around the country. All of these books have been published by the American Institute of Certified Public Accountants (the AICPA).

Bill is an active volunteer who has served our profession in leadership roles on a national level for over 25 years.  He was the 2019-2020 Chair of the Board of the AICPA, past member of the Board of Directors, past Commissioner on the National Accreditation Commission, and past member of Strategic Planning and many other committees.  He is currently a member of AICPA Council and serves as an advisory board member to several organizations, including CPAFMA.

Bill has been honored by being named as a CPA Ambassador, was presented the Pathfinder Award and served as the Texas Vision Delegate. Accounting Today has recognized his efforts by listing him as one of the Top 100 Most Influential CPAs, CPA Magazine has named him as one of the Top 100 Most Influential Practitioners, and Inside Public Accounting has listed him as one of the top 10 most recommended CPA firm consultants.

Finally, Bill enjoys a number of hobbies. He is an avid golfer and skier. But he spends the majority of his free time as a senior black belt teaching (as well as continually learning) in the tao wu hsian hua (way of infinite transformation) system, which incorporates comprehensive aspects of tae kwon do, karate, hapkido, kung fu, and tai chi.

Contact

William (Bill) Reeb, CPA, CITP, CGMA, Chief Executive Officer
Succession Institute, LLC
2603 Pearce Road
Austin, Texas 78730
Phone: (512) 338-1006, ext 102
Mobile: (512) 413-7492
Fax: (512) 338-1006
Email: bill@successioninstitute.com
www.successioninstitute.com