Online Training - Best Practice Ideas

Succession Institute is in the process of launching our own Learning Management System (LMS). We are also undergoing the NASBA registration process. Our plan is for our LMS to contain a number of computer-based training and all-video courses by spring of 2010.

Here are some of the courses you can expect to be available (as they are under development at this time):


  • Introduction to Succession
  • The Drivers Impacting Succession
  • Positioning your Firm for the Future
  • Positioning your Firm to maximize its Sale Value
  • Positioning your Firm to maximize its Merger Value
  • How to Develop Leaders to Buy Out the Retiring Partners
  • How to maximize the "Turn Out the Lights as You Leave" strategy (work until you decide to walk away)
  • Preparing for the Transitioning of Retiring Partners
  • What is the Value of my Firm
  • Moving from Expert to Advisor (how to live up to your Trusted Advisor mantra)
  • Developing Your Firm's Partner Agreement around the Standard Operating Procedures Concept (sample agreement)
  • Communication Skills
  • Leadership and Management skills


We are excited about the launching of our new LMS. Each course will contain video and provide CPE as well (once we have earned our NASBA certification) - courses are estimated from 1 hour to 16 hours of CPE. You will also be able to bundle courses together to improve your pricing.

Please register if you are interested in knowing when we launch our LMS and we will notify you via email. Thank you for your interest.