Succession Planning for Accountants (Tips to Know Before You Go)

EVENT DESCRIPTION

One of the hot topics in the CPA community these days is succession planning. Over the next 10 years a significant majority of firms plan to devise a succession plan or execute one. In many cases the largest ownership interest a CPA has is their accounting firm. At times practices are sold where the CPA may be completely unaware of the firm’s potential market value and ideal deal structure from a seller’s perspective. By not having a solid understanding of the market and options available it can impact one’s retirement situation adversely. This webinar is designed to give the CPA community a good knowledge of what it takes to execute a successful succession plan. This session will provide you a broad overview of some tips that will be helpful, identify opportunities in succession planning, and gain an understanding of what other firms are facing.