Calendar: Succession Planning Webcast
Over the next two months, PCPS will debut a variety of resources designed to assist CPA firms with their succession planning. The first of these new resources is the webcast “Positioning Your Firm for Successful Transition” scheduled for May 25, 2005. Topics to be addressed include:
- Dissecting the marketplace.
- Selecting the right organizational model.
- Identifying processes and procedures critical to the transition.
- Issues essential to partner agreements.
“For many of these CPAs [without a succession plan], the practice they have spent years building their most valuable asset as well as their retirement vehicle,” states James Metzler, AICPA Vice President for Small Firm Interests and a member of the webcast panel. “Through the PCPS succession initiative, we will help small firms prepare for the future and manage the transition from one generation of owners to the next.”
For more information on the webcast and CPE credits, visit the PCPS website .