Many firms are struggling with succession issues as their baby-boomer partners are nearing retirement. Potential future leaders of the firm have not been developed, or have left the firm or are just not interested in the commitment required to be a partner. What are the options remaining for firms? This session discusses succession issues facing firms, the various solutions available to resolve them and the steps firms must take now to ensure a successful transition in the future. 

Presenter, Tim Michel,  CPA, is a former managing partner of a multi-office Top 100 CPA firm. He helps CPA firm owners create value in their practice by drawing on his own experiences to assist them in identifying and overcoming obstacles and focusing on opportunities to increase growth and profitability.

View the course syllabus.

Who Should Attend

• Managing Partners
• Partners
• Managers

What You Learn

• Identifying succession issues in their firm
• Creating a long-term succession culture
• Developing your future partners

Benefits of Attending

• Spending time reflecting on the issues facing your firm
• Getting ideas on how to solve succession issues
• Learning what needs to be considered in a transition plan

Program Level: 10 years experience

Prerequisite: None

Advanced Preparation: None