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Keys to transition planning from a client and staff retention perspective and integration

Type: Audio Webcast
Date: May 15, 2014
Time: 02:00 PM - 04:00 PM ET
Recommended CPE Credit: 2
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Choosing the right deal structure, successor and crafting your transition plan can be the key to a successful merger or acquisition. This session will walk you through many aspects you need to consider to maximize retention of staff and clients.

Learning Objectives:

  • Who is the "right" merger partner for you?
  • Why do you have your clients? Your staff?
  • What are the fears they both may have when you announce your merger/succession plan?
  • Who gets a letter, a phone call, a visit?
  • What message should we send and when?

Who should attend:
Owners/partners of medium and large public accounting firms, employees of public accounting firms

Field of Study:Business Management & Organization
Level: Basic
Prerequisites: None

Important Information on Your CPE Credit

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Keys to transition planning from a client and staff retention perspective and integration
Individual CPE
Audio Webcast
Product# WBC13316I
Availability: Online Access
Live Webcast
Regular:$124.00
AICPA Member:$99.00
Your Price:$124.00
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