Live Webinar (if a future date is listed) with Q&A
The Recording of the Event
Supporting Materials
Objectives
Succession planning is the key to accountancy firms practice management. The simultaneous impact of aging baby boomer partners, a never-ending shortage of talent with partner potential, and a tendency for accountancy firms’ management to perpetually relegate succession planning to the back burner culminates into a potential nightmare! Gordon fears succession planning as the #1 endemic issue facing accountancy firms today.
This webinar will provide a roadmap for creating and implementing a succession plan
Key Topics
Challenges for older and younger partners
Doing the maths
Assessment of existing staff
Leadership development
MP transition
Governance structure
Client transition best practices
Partner buyout/buy-in plans
Deciding on the preferred exit strategy
Who should attend
Managing partner, partners, practice manager, and aspirational fee earners
