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Open up the Funnel - Transfer Ownership Effectively

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

Credits: None available.


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.


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


Credits: None available.

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