* The Succession Institute, LLC is not a CPA Firm
Archive

Q. Handling Personality Disorders

Posted: September 11, 2015 at 10:58 am

This video is an excerpt from a webcast about effectively managing staff. This webcast covers setting reasonable expectations, effectively communicating your expectations, monitoring activities, ensuring that all professional staff contribute to the bottom line, key practice management issues in employment agreements, and improving morale and creating a positive culture.

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Ambiguity, Accountability and Pay

Posted: September 11, 2015 at 10:48 am

This video is an excerpt from a webcast about effectively managing staff. This webcast covers setting reasonable expectations, effectively communicating your expectations, monitoring activities, ensuring that all professional staff contribute to the bottom line, key practice management issues in employment agreements, and improving morale and creating a positive culture.

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Q. Avoiding Turnover

Posted: September 11, 2015 at 10:40 am

This video is an excerpt from a webcast about effectively managing staff. This webcast covers setting reasonable expectations, effectively communicating your expectations, monitoring activities, ensuring that all professional staff contribute to the bottom line, key practice management issues in employment agreements, and improving morale and creating a positive culture.

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Q. Clients Not Transitioned Appropriately

Posted: September 11, 2015 at 9:45 am

This video is an excerpt from part three of a webcast series based on Dom’s and Bill’s succession planning books published by the AICPA. This webcast covers nine of the 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 […]

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People Leaving and Competing

Posted: September 11, 2015 at 9:44 am

This video is an excerpt from part three of a webcast series based on Dom’s and Bill’s succession planning books published by the AICPA. This webcast covers nine of the 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 […]

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Governance

Posted: September 11, 2015 at 9:05 am

This video is an excerpt from part three of a webcast series based on Dom’s and Bill’s succession planning books published by the AICPA. This webcast covers nine of the 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 […]

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Decision-Making Authority

Posted: September 11, 2015 at 9:04 am

This video is an excerpt from part three of a webcast series based on Dom’s and Bill’s succession planning books published by the AICPA. This webcast covers nine of the 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 […]

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Buyouts Due to Death

Posted: September 11, 2015 at 9:00 am

This video is an excerpt from part three of a webcast series based on Dom’s and Bill’s  succession planning books published by the AICPA. This webcast covers nine of the 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 […]

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Buy-in Value

Posted: September 11, 2015 at 8:59 am

This video is an excerpt from part three of a webcast series based on Dom’s and Bill’s succession planning books published by the AICPA. This webcast covers nine of the 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 […]

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Admission to Ownership

Posted: September 11, 2015 at 8:57 am

This video is an excerpt from part three of a webcast series based on Dom’s and Bill’s succession planning books published by the AICPA. This webcast covers nine of the 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 […]

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