Succession planning is one of the most critical—and often neglected—challenges facing CPA firms today. We'll cover how to break through the roadblocks that leave firms stuck, and learn proven strategies to usher in the next generation of owners. You'll walk away with the clarity, tools, and backup strategies you need to secure your firm's future—and your legacy.

Who Should Attend

• Managing Partners
• Partners
• Administrative Leaders

Learning Objectives

• How firms get stuck and why this is one of the most important topics facing CPA firms./li>
• Proven strategies for identifying, elevating, and transitioning to the next generation of owners.
• The role of the managing partner in making it a success.
• What to do if all else fails.