Back to your search

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

More courses you might be interested in


Managing security in Xero

Protect your business with a strong defence View course

Web Link - 1 HOUR

40 Migration CREDITS - 3 CPE CREDITS

Xero Migration Certification (Self-Paced)

Successfully moving your new and current clients onto Xero can sometimes become stalled. We've come up with a certification course to prepare you and your practice for accurate and efficient migration of your clients onto Xero. View course

Self-paced learning - 2 HOURS 30 MINUTES

New - 40 Advisor CREDITS - 7 CPE CREDITS

Xero Advisor Certification (self-paced)

Xero Advisor Certification shows you how to use all the core features of Xero to help you advise your clients. From setting up to bank reconciliation, right through to reporting.   View course

Self-paced learning - 7 HOURS

Still not what you're looking for?