Northeast Chapter Meeting

For most CPA firms, it’s some set of younger people on the partner track who will “buy you out” and keep the firm running.  The long standing narrative is that rising stars would be lucky to be future partners.  In reality, the partners NEED these rising stars to want to BUY their firm (one partner’s share at time).  What if you start thinking of your rising stars as customers of your future firm?In this presentation we’ll discuss:

• Trends in firm succession and attitudes toward partnership
• Actionable guidance for today’s firm leadership on how to engage rising stars
• Meaningful cross-disciplinary responsibilities to give rising stars so they’re interested in and ready to buy your future firm when the time comes

This presentation is applicable to firms of any size in which the partners plan to retire based on a succession plan and not a sale. 

Presnter:  Alison Simons, Simons Marketing