While an increasing percentage of accountants are eyeing retirement, planning for the succession of your firm should not be a consideration just for accountants planning to wind down their operations.
Firms at all levels should have a succession plan in place. If you or your business partners experience a health crisis, accident, or death, will your practice be positioned to continue to serve your clients? Will your partners and staff have the assurance they need that the firm will continue to operate effectively? Will the value of your firm be preserved for the benefit of your families and beneficiaries?
By attending this course, you will learn:
Firms at all levels should have a succession plan in place. If you or your business partners experience a health crisis, accident, or death, will your practice be positioned to continue to serve your clients? Will your partners and staff have the assurance they need that the firm will continue to operate effectively? Will the value of your firm be preserved for the benefit of your families and beneficiaries?
By attending this course, you will learn:
- The goal of firm succession planning
- The difference between a crisis plan and a retirement plan
- Various types of firm crisis plans
- The transition process for succession retirement plans
- Options for structuring retirement plans
- Firm valuation considerations for both crisis plans and retirement plans
- Ideas for the management of a practice during transition
- A solution offered by Intuit for firms seeking to offload clients
If you're an accounting firm owner, manager, or partner, you can't afford to miss this valuable program. Complete the form to start watching now!
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