President at Alexander Accounting and Tax Service Group, Inc./Providing Financial Solutions
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President of Thrive Wise Tax, CEO of Thrive Wise Wealth | Chief Tax Strategist | Financial Life Advisor
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Business owners: You can’t be too much of an early bird when it comes to succession planning. From a big picture perspective, there are three primary things you’ll need to think about. https://lnkd.in/esyzkJFK #SuccessionPlanning #BigPicture #BusinessOwners #Accounting #AldridgeBorden #Tax #Consulting #OneSource
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Some of these are more positive than others and in an ideal world succession will occur as part of a well thought through and executed plan. For many firms this is about long term planning to bring people through the ranks of your firm to become the new owners.
This article has some applicable concepts for Municipal Finance departments. 1. Best to have an identified successor internally that you can develop over time. 2. Ideally have a two month overlap where the retiring and new CFO work together.
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Helping Accounting Firm Buyers to integrate & grow firms they buy | Helping accounting firm runners build sell-ready firms | Ex - JP Morgan
People buying accounting firms have a deep desire of fast-track growth. It's almost like a dream Walking into a fully operational firm with clients ready to go. But here’s the catch - What if the key employees, who’ve built strong client relationships, decide to leave? Worse, what if they take the clients with them? Losing those connections can turn your investment into a financial and operational nightmare. The trust the clients have isn’t in the firm’s name—it’s in the people they’ve worked with for years. So, how do you protect your investment? Ensure that those critical relationships stay intact by putting retention plans in place for key employees, offering incentives, and maintaining strong client communication post-acquisition. Growth can be fast, but it must be secure. Don’t just buy a firm. Buy a team and a future.