Succession Planning and Building Your Legacy

Objectives

This topic is the No. 1 area of concern for mature partners or owners of accounting firms. Research shows 67% of firms have no succession plan. The first job of any management team is to ensure its own succession.

This webinar will help you work through and address some of the issues surrounding succession planning. After the webinar, should you be able to answer the question “What exit strategy should I pursue?”.

Key topics

• Your personal objectives and the firm’s strategy
• Your current talent pool and assessment for partnership
• How to manage the transition from employee to partner
• Portfolio, management and ownership transition
• Should I merge, sell or should I stay independent?
• Future-proofing your practice: Cracking the code on private equity in accounting

Who should attend

Partners, owners and managers who want to understand the process of internal succession or external sale, and also understand the steps and required disciplines to be successful with their own succession.