Best Practices for Ownership Transition (based on 2016 PCPS Succession Institute Quadrennial Survey Results)

Best Practices for Ownership Transition Handout.PDF <Handout is password protected: Opens with the password for the video (case sensitive – same as for the live show)>

Description: This webcast will cover key initiatives that firms should understand to better prepare for the succession of their current set of owners. This session will take a deeper dive into the areas of greatest concern that Bill and Dom believe firms should address, including the most important steps firms must take now to ensure profitability, transition of ownership and long-term sustainability. Their recommendations are supported with highlights from the 2016 survey and their two-book series published by the AICPA called Securing the Future: Building Your Firm’s Succession Plan and Securing the Future: Implementing Your Firm’s Succession Plan.
Content:

• Effects of various business models on succession initiatives
• Update on the valuation models found most commonly today and how they have changed over the past decade
• Trends and ramifications of partners wanting to accelerate or delay their retirement date
• Necessary policies and procedures to manage a still-working retired partner group

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