Hi. Our names are Bill Reeb and Dom Cingoranelli, and we are the facilitators for ABC Partner Retreat on Some Date. We will focus on better defining, fine-tuning and internally communicating your organization's direction.
Logically, your participation and input play a critical role, which is why we are contacting you. As with any successful CPA firm, your organization is doing many things right. However, in order to capitalize on your organization’s strengths, and minimize its weaknesses, we need some insight into what you know and think. Your answers will also help us better organize and facilitate the limited time we have with the owner group.
Therefore, we have created this survey instrument for you to complete by midnight Some Date. The information you provide us will be confidential (as only our organization will have access to your specific responses). However, we will share a summary of this information as part of the planning process. We will disguise, to the best of our ability, those comments that might seem to reveal a specific person’s identity.
As Theodore Roosevelt once said, "If you aim at nothing, you'll hit it every time." And while your firm clearly has been aiming at something all along, the feedback you provide through this survey will provide valuable input in defining your organization’s future and its succession planning.
We would like to thank you in advance for your cooperation. Bill Reeb, CPA and Dom Cingoranelli, Jr., CPA, CMC Succession Institute, LLC CPA Firm Consultants P.S. If you have any questions or want to discuss any of this with us personally, you can call us at 512-338-1006.