Back to your search

5 Reflections on Succession Planning

Video learning

Free

43 MINUTES

Learning objectives

Adrian Simmons of Elements CPA shares an insider’s view of succession planning and some pointers for those looking to navigate owner transition. In this webinar, you’ll learn how to prepare so emotions don’t affect your progress, how to mesh together the old and new for a strong future, how to build a successful transition plan, and when to talk to customers about the switch.

Course outline

    • Distinguish between “succession” and “sale”
    • Prepare for the succession process
    • Build a successful transition strategy
    • Communicate the plan

Pre-course preparations

There is no pre-course preparation required.

Topics covered

  • Growth

More courses you might be interested in

Embrace Your Superpower

Learn how to harness and apply your super powers toward intentional risk-taking. View course

Video learning - 1 HOUR

New - 2 Advisor CREDITS - 1 CPE CREDIT

Scaling During Tax Season

Note: You only need to complete one  of two to receive credit for this course. Grow and scale your practice during tax time, with help from our panel View course

Self-paced learning - 1 HOUR 50 MINUTES

40 Advisor CREDITS

Xero Advisor Certification (Self Paced) without CPE credit

Get a good grounding in the key principles to convert clients, work in Xero and analyse reports View course

Self-paced learning - 4 HOURS

Still not what you're looking for?