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.

About Us: The Succession Institute believes that there are core, foundational principles to follow that will help you successfully and profitably manage your business and your people. By following these, your organization is positioned to grow, prosper, seamlessly transition to new leadership, sell at above-average market prices, and/or operate requiring less of your involvement. To them, succession management is all about organizational development and creating a strong organizational infrastructure.