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Concurrent Session Onsite and Online

PRA2416. Transformation for Small Firm Succession

Small firm succession can be anything owners want it to be with the proper planning. If you are actively working toward succession or merely trying to figure out the vision for your firm, this session will provide value for those deliberations.


Learning Objectives:

  • Identify the appropriate succession strategy.
  • Identify the strengths, weaknesses, and needs of the practice.
  • Recognize techniques for elevating the firm’s talent.
Date/Time
CPE Credits
1.5
NASBA Field of Study
Specialized Knowledge
Level
Basic
Prerequisites
0-2 years in the profession
Advanced Preparation
None
Session Tags
PRA