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.
- Distinguish between “succession” and “sale”
- Prepare for the succession process
- Build a successful transition strategy
- Communicate the plan
There is no pre-course preparation required.
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
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
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