24 What FVS professionals need to know about Succession Planning

Track: 
General
Field of Study: 
Business Management & Organization
CPE Credit: 
1.0
Knowledge Level: 
Intermediate
Prerequisite: 
Basic knowledge of, or general experience in, forensic accounting, business valuation, or litigation

Monday, November 5, 2018
 
5:25PM-6:15PM

This session will discuss why it's important to take initiative and be prepared. FVS is a fast growing field, but has big retirements and succession risks lurking! What can you do to prepare yourself if you are one that is exiting and one that is continuing on?

Learning objectives:

  • Identify and align motivations of an exiting party and their successor in interest
  • Determine and execute effective communication strategies around market partners (attorneys, etc.)
  • Differentiate succession risks and strategies between big firms vs. small firms
  • Explain and adhere to best practices for ensuring transparency through the succession process


SESSION SPEAKER(S)

Partner, HSNO The Forensics Firm
Director, EisnerAmper LLP
Managing Principal, CliftonLarsonAllen LLP