Effectively Transition Clients

CPA firms across the country are preparing for the retirement of thousands of talented Baby Boomer CPAs. Many elements of succession need attention, but one of the most important areas to address is effective client transition. Attend this session to discuss answers to the four most common client transition concerns retirees – and other firm leaders – have, including:

  • Identifying the “best” time to start transitioning
  • Determining the most effective approach to transition
  • Finding the appropriate successor
  • Identifying the right time to talk to your clients

The future sustainability of your firm depends on your successful client transition. Leave this session armed with the information you need to plan and execute your firm’s client transitions effectively.

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