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David Auer CPA Blog

Consider This Before Retirement

If you are planning to retire in the near future, or trying to get a head start, then there are a lot of things that need to be considered before you do. In addition to ensuring that you have a reliable source of funding to maintain your current lifestyle, you may...

Don’t Delay Creating a Succession Plan

Small business owners simply can not remain in control of the company they have built forever. They may choose to sell the company at some point to do something else or retire and pass the company along to a successor. For this to occur smoothly, small business owners...

How to Create a Succession Plan

Creating a succession plan for your business is an important next step. If you or another leader is planning to retire, then you need to have a predetermined course of action to ensure a smooth transition to new leadership during this next phase of the company’s life....


Welcome to David Auer CPA's retirement and succession website! Be sure to check back often for new updates!