Succession plans aren't just for those nearing retirement and many wait too long before developing a plan. Join us as we examine a merger and identify the key points that led to success as well as the lessons learned along the way.
Middlesex/Somerset Chapter Season Pass holders must register for each course.
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DESIGNED FOR
CPAs at any career stage and working in any industry.
HIGHLIGHTS
Please join Managing Shareholder Edward Guttenplan and Shareholder Gail Rosen
as they discuss the benefits of a strategic merger for firm growth and expansion
of resources as well as the benefits of being proactive when determining a succession
plan. Ed and Gail will also share their step by step process on how to complete a successful
merger based on their experience.
Highlights include:
- Not ready for a succession plan; what you should know
- Initial steps to take when thinking of a succession plan
- How to determine which successor is the best fit for the firm
- How to structure a successful deal
- How and when to tell and retain your clients and staff
- Best practices for integrating two firms
COURSE LEVEL
Intermediate