Overcoming Obstacles to Internal Partner Succession

Overcoming Obstacles to Internal Partner Succession
October 17, 2023@ 1-1:50pm ET

This webinar will discuss the issues of managing partner succession including determining when partner candidates and the firm are ready for admission as new partners, your owner agreement, and managing transition issues.

Who Should Attend

Leaders of CPA firms
Partners of CPA firms

Learning Objectives

Learn how to determine the timing of when to start the succession process.
Learn how you can ascertain when the firm and candidates are ready for admission of new partners.
Learn what should you consider when deciding how to admit new partners.
Learn how your owner agreement will help manage this process.
Learn how to assure a good transition of a retiring partner.

Presenter: Terrence E. Putney, CPA, CEO, of Transition Advisors

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Checklists
Best Practices Tool
M&A Resource Video Library

Membership $69 for the first year. Optional renewal @ $169.

ADDTIONAL INFORMATION
Instructional Delivery Method: Group Live Internet-Based.
The instructional method is lecture with active group participation and visual aids.
CPE Credit: 1
Field of Study: Business Management & Organization
Prerequisite: None
Program Level: Basic
Advanced Preparation: None
Cancel at any time for a full refund.

CPA Leadership Institute, Inc. is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of the individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

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WEBINAR: OCTOBER 17, 2023

WEBINAR: OCTOBER 17, 2023

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