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Building Your Firm’s Succession Plan: Part 3 of 3

Posted: May 25, 2018 at 8:52 pm   /   by   /   comments (0)

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 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!


  • Building your firm’s key positions around roles and responsibilities, including the managing partner
  • Creating transparency in decision making by formalizing voting, addressing admission of new owners, and managing the equity distribution/redistribution processes
  • Managing working relationships with retiring partners including client transition and reasonable roles post retirement
  • Establishing other important processes, from maximum payout of retired partners, to dealing with death, partial or full disability, termination, and more

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