SPCF
SUCCESSION PLANNING FOR ACCOUNTING FIRMS BOTH INTERNAL AND EXTERNAL
This
class will review the timing, methods, and alternative deal structures
for succession planning. The class will cover both internal succession
plans and how to affiliate with an external firm or practitioner to establish
an exit strategy. Some of the specifics will include, but not be limited
to the following.
- The general landscape
of the marketplace.
- When to start the
process.
- Where, how, and
who in the identification of your successor.
- How to value your
firm.
- Alternative deal
structures.
- Methods of creating
a succession plan when you still want to work full-time and remain "master
of your domain" for several more years.
- Planning for an
internal succession plan and attracting the best talent to build an
internal succession team.
- Mergers for short-
and long-term succession.
- Important aspects
of documenting your deal.
- Creating a powerful
transition plan for clients and staff.
CPE
Credit: 2 hours, Business Management and Organization
Level
of Knowledge: Basic
Prerequisites:
None
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