Building Your Firm’s Succession Plan: Part 1 of 3
Building Your Firm’s Succession Plan: Part 1 of 3-Handout.pdf <Handout is password protected: Opens with the password for the video (case sensitive – same as for the live show)>
Description: The first three sessions in our Succession Planning Series are based on Dom’s and Bill’s 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. These two books cover 15 areas that need to be addressed to create a robust succession plan that will ensure profitability, transition of ownership and long-term sustainability of your firm. This three-part series will cover all 15 topics!
- Cleaning up your practice: run your firm like a business
- Developing and implementing your strategy and why so many firms fall short in this process
- Determining what business model you want to follow and the ramifications of the choice you make
- Setting the value of the buyout and conditions of earning retirement benefits in line with the business model and with sustainability
A complete list of our full length videos is available on our Webcast Video Index page.
Contact us to purchase the password to access this video.