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5 Reflections on Succession Planning

Video learning



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

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