Are you a CPA firm partner ready to navigate the next big chapter? This exclusive webinar will reveal the essential strategies for a smooth and successful retirement transition, customized for CPA firms. Whether you're looking to exit the endless tax seasons or preserve your firm's legacy, this discussion has you covered.

We'll dive into the most pressing concerns retiring partners face—finding skilled successors, ensuring seamless transitions and protecting your firm's identity. Explore three key paths for retirement: selling to internal partners, merging with another CPA firm, or partnering with private equity. Discover the pros and cons of each approach so you can make an informed decision.

Key takeaways:

Identify the most suitable buyers for your firm, whether internal, external or private equity.

Understand the critical factors to consider when planning a sale or transition.

Follow a step-by-step guide for the entire process—from document gathering to final negotiations.

Learn how to ensure a seamless transition for both clients and staff.

Gain confidence in protecting your firm's identity and securing its future legacy.

SPEAKERS