Succession Planning for Professional Services

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Presented on December 13, 2022

Jay Silverstein, Retired Principal, Succession Planning Consulting Services
Annie Rose Favreau, Director, Succession Planning Consulting Services

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

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The material appearing in this communication is for informational purposes only and should not be construed as advice of any kind, including legal, accounting, tax, or investment advice. This information is not intended to create, and receipt does not constitute, a legal relationship, including, but not limited to, an accountant-client relationship. Although these materials have been prepared by professionals, the user should not substitute these materials for professional services, and should seek advice from an independent advisor before acting on any information presented. Changes in tax laws or other factors could affect the information provided in this communication. Past performance does not guarantee future performance. All investments may lose money.

Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.