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Royal Roads University

Succession planning strategies to attract partners at professional services firms

Abstract

dc:description.abstract

As the struggle to attract, engage and develop talent in knowledge intensive firms increases, this paper sought to uncover succession-planning strategies professional services firms may employ to attract Chartered Accountants to partnership. Designed as an organizational action research study, this investigation elicited the perspectives of Chartered Accountants using a survey and interviews. Chartered Accountants at all stages of their career development at Collins Barrow Calgary LLP were targeted, including newly designated professionals, Managers, Senior Managers and Partners. The study found that although the role of partner is unclear to research participants, autonomy, compensation and an established firm infrastructure are enticing. Study recommendations included the creation of a compelling vision to educate and engage prospective partners, communicating attractants and barriers to advancement to partner and enhancing existing partnership talent development programs. This organizational action research project was designed in full compliance with Royal Roads University's (RRU) (2007) Research Ethics Policy.

Author and committee

dc:creator, dc:contributor.*
Author dc:creator
  • Turton, Roberta
Advisors dc:contributor.advisor
  • Greer, Nancy
  • Stripling, Wes
  • Bamrungpong, Silvina Paciencia
  • Agger-Gupta, Niels

Subjects

dc:subject × 6

Identifiers

dc:identifier.*
Handle dc:identifier.uri
http://hdl.handle.net/10170/649

Chain of custody

source
Harvested from
Royal Roads University
Base URL
www.viurrspace.ca/server/oai/request
Last updated
2026-08-21
Source record
OAI-PMH GetRecord
citation

Turton, Roberta. Succession planning strategies to attract partners at professional services firms. 2013. http://hdl.handle.net/10170/649