Events

Succession Planning

20 September 2023

Webinar: 12:00 PM - 1:00 PM BST


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
  • Preparing for a sale/merger

Who Should Attend
Managing partner, partners, practice manager, and aspirational fee earners.

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