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Succession and Exit Planning | G2190920
September 17, 2020 @ 12:00 pm - 1:30 pm
FreeTitle: The Time Is Now for Making Changes that Work for Everyone
This interactive presentation is designed to help you make a true difference in your well-being and your firm’s success. Succession/Exit Planning have been and still are two of the most important actions for us and our firms’ futures. How would you like to turn them into opportunities, instead of challenges?
Sadly, we often veer away from the opportunity these present. Succession is a natural process that can add value all around by helping partners, managers and team members to find new ways to prosper by aiding clients with their succession issues as well.
No time is more important than now with the challenges, changes and future considerations upon us with the chaos and uncertainties of COVID-19. Our focus is on helping you and your firm understand how change does not need to be imposing but, instead, embracing.
Succession can be a central point in creating more value to establish a better lifestyle as well as building new services to expand firm profitability and value. You and your clients have the same issues. What better way to help you and help your clients than by using your experiences to assist them to make changes? In essence, you both thrive.
Mark H. Fowler
The presenter is Mark H. Fowler, Co-Chair of the LA MAP Committee, who is a consultant to the profession with over 25 years of experience working with CPA firms and their clients.
Please see Mark’s recent article in California CPA magazine, July edition, Pg 7 entitled “Succession’s Speed: Is COVID-19 Motivating Firms to Accelerate Their Exit Planning?”
Misc. Information:
Virtual Meeting. Zoom link will be emailed the morning of the meeting.
No CPE provided for this meeting.
We look forward to seeing you there!