Answering the 4 Most Common Client Transition Questions

2024-06-12T14:18:22-05:00June 12th, 2024|Governance/Decision Making, Inspired Ideas Blog, Leadership|

Accounting firms across the country are preparing in earnest for the retirement of thousands of talented Boomers. Many elements of succession need attention, but client transition is one area that seems to cause a lot of angst and generate a number of questions. Following are the answers to the four most common client transition questions [...]