Seminars

The Essentials of CPA Firm Succession Planning and Retirement for Firm Owners

  • Retirement Concerns
  • CPA Firm Succession Options
  • Preparing the Firm for Succession
  • Staff Retention and Leadership Development
  • Planning for Emergencies
  • Special Considerations for Merged Firms
  • The Unique Needs of Sole Proprietors
  • How to Get Started with Firm Succession Planning

The seminar is scalable from 2 hours to 8 hours depending upon the content desired.

 

Business Succession Planning

  • Why People Leave Companies and the Importance of Good Planning
  • Choosing the Right Successor and Leadership Development
  • Strategies and Tools for Succession Planning
  • Tips for Getting Started
  • Case Study for Discussion

This seminar is scalable from 2 hours to 4 hours depending upon the content desired.

 

Family Business Succession Planning:  Helping Your Clients Navigate the Challenge

  • Correct Time to Exit and Timetable
  • Choosing the Right Successor
  • Fairness of the Buyout for All Parties
  • Leadership Development
  • Successful Case Example
  • Checklists
  • Case Study for Discussion

This seminar is scalable from 2 hours to 4 hours depending upon the content desired.