Succession Planning - Exit Strategies

By Tina Peters, CPA, CGA
Published: 2001

This is the third in the series of aricles to assist practitioners in establishing their exit strategy.  The previous two articles addressed the establishing of timelines and goals, evaluation of your practice, grooming of a potential successor and transferring of trust. This article discusses the transition and the protection of your firm’s client base during the execution of your exit strategy.

Succession Planning - Exit Strategies

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