CPA firms today face immense succession issues, and many are struggling with how to manage them. The real work starts once a firm has identified a successor and begins the process of client transition. In this session, we will introduce elements that growth professionals should consider in order to better support their firm through client transition, including communications surrounding the transition and internal client transfer among key relationship providers. Whether you have a managing partner retiring, or are transitioning a business for any reason, this session will address some of the most-important elements the growth professional needs to understand and how to help support their firm through this.
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