Succession Planning (UK)

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.

For more information visit the members only intranet here.