0      0


Open up the Funnel - Transfer Ownership Effectively


Jun 11, 2020 4:30pm ‐ Jun 11, 2020 5:20pm


Credits: None available.

Description

This session will focus on both best practices and common oversights when it comes to succession planning. The elements of succession planning must comprehensively address clients, leadership, valuable employees and owners (future, remaining and retiring). With so many disruptive forces facing the profession, we can get succession planning right if we focus on a process unique for your firm.

Speaker(s):

Tags: PST
Category: Concurrent Session (Onsite and Online)

Credits

Credits: None available.

You must be logged in and own this session in order to post comments.

Print Certificate
Completed on: token-completed_on
Print Transcript
Please select the appropriate credit type:
/
test_id: 
credits: 
completed on: 
rendered in: 
* - Indicates answer is required.
token-content

token-speaker-name
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
/
/
token-index
token-content
token-index
token-content