Succession Planning

Succession Planning: Agenda

“Hope is not a Plan.” By plan we mean a thought out series of steps that is executable and leads to a more certain outcome. If you hope to sell to a staff member, if you hope to merge or if you hope to groom your successor, you need a succession plan!

Introduction

In this course you will be responsible for your learning experience. You will work with other practice owners to explore the barriers commonly confronted when developing and implementing a succession plan.

The Two types of succession planning

Succession Planning stalls when the accounting professional lacks clarity on the type of succession plan required. Finding clarity between the two types of succession plan is the first step in a successful start to developing a plan that will really work to meet your goals.

The REAL Challenge of Succession Planning

The real challenge is not the plan on paper but the commitment in the hearts of your people. Discover how to translate a plan on paper to a commitment of a team to take responsibility for the future of your firm when you are gone.