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.
Understand the most prevalent issues and opportunities in Succession Planning
Recognize the comprehensive impact on the entire firm, not just those directly impacted
Bring creativity and uniqueness to the process
Motivate to a greater sense of urgency
Thomson Consulting, LLC