Please note the new date

Content:

In the interest of the retiring professional and the related accounting firm, the retirement of a Principal from an Accounting firm should be planned well in advance of the planned retirement date. In this webinar, we will  outline matters that should be considered when developing a succession plan for your firm. This webinar will address:

1. Succession planning horizon.
2. Succession planning in a partnership.
3. Succession planning for a sole practitioner.
4. Identifying a suitable successor.
5. Preparing your succession plan.
6. Implementation of the succession plan.
7. Pitfalls to avoid.
8. A family member as your successor. The advantages and disadvantages.
9. Preparing for a major lifestyle change.

Key Event Details

Recorded 15th September 2022

CPD Credit: 3 hours

Make sure that you input your CPA member ID as the attendee when booking.

Please note, you cannot claim CPD credit for the same event more than once. Please ensure you have not previously attended this event before purchasing the recording.