Succession Planning for Professional Services

Start time:
December 14, 2022 10:00 AM PT
1 hour
Carly Miller, Moss Adams, (949) 517-9434
Cost to attend:

Whether your strategy involves transitioning your business to a family member, your management team, a broader group of employees, or a third party, careful transition planning is crucial to the continued success of your business.

If you’re thinking of transitioning ownership now or in the far future, it’s important to plan well in advance to help ensure business survival and a return on investment. Join us for our webcast, Succession Planning for Professional Services, to learn more about:

  • Key elements of succession planning
  • Exit options based on business structure
  • Talent and management considerations
  • Business and estate financial implications


Jay Silverstein, JD, LLM, Partner, Moss Adams

Jay has worked with Moss Adams since 2001 and leads the firm's Wealth Services Practice for both the Santa Rosa and San Francisco offices. He focuses on ownership succession strategies and estate planning for closely held business owners and their families and provides estate and tax planning for individuals and families.

Annie Rose Favreau, Senior Manager, Moss Adams

Annie Rose helps public and social sector clients increase their impact through organizational assessments, strategic planning, succession planning, and governance initiatives. With a focus on strategy and organizational development, Annie Rose’s areas of expertise include leadership facilitation, stakeholder engagement, performance measure development, qualitative research, and policy development.

Registration Form

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CPE Information

Program Level:
Accounting: 1
Delivery Method:
Learning Objectives:

After completing this training, participants will be able to define the five key elements of succession planning; describe exit options; and identify business and estate financial planning considerations.

Refund Policy:

For more information about administrative policies regarding CPE, refunds or complaints, please contact Carly Miller at (949) 517-9434 or send them an email.

Moss Adams is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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