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.