Resources

RESOURCES

PANALITIX’S POWERFUL
COLLECTION OF
RESOURCES WILL
HELP YOU
ACHIEVE
YOUR BUSINESS GOALS

 

ARTICLES

Read and share articles written by experts.

STAAACS –
Super Talented Accountants Accomplished at Advising Clients under Stress

 

Using Case Studies
to
Generate Advisory Leads

 

STAMA –
Super Talented Accountants
Marketing with Aplomb!

 

Real Advisors
Don’t ‘Complete Tasks’…
They Provide Guidance

 

STABS –
Super Talented Accountants
who are Brilliant at Sales!

 

Stay Close to the Numbers
to Help Your Clients Create
Plans That Make Sense

 

WEBINARS

Monthly educational webinars on business strategies and how-to methodologies.

UPCOMING WEBINARS

[WEBINAR]

Specialisation: Opportunities for Accountants
in Succession Planning

Accounting businesses are responding to changing market conditions in different ways. Some are SPECIALISING, defined as developing competitive advantage in a particular business area or by focusing on specific target clients.

One potential area of specialisation is SUCCESSION PLANNING, which includes estate planning, asset protection, financial planning and exit planning. There are abundant opportunities for accountants who have an interest in succession and can attract the ‘right’ clients.

In this webinar, we will explore these opportunities citing recent examples of firms that are enjoying success. In most cases they have effectively:

     • Defined their succession ‘product’
     • Defined their target client
     • Priced the product based on value
     • Marketed their offering to find attractive opportunities

This webinar is suited to ambitious accountants who want to grow their firms, especially through specialisation. It is certainly of interest to accountants with an aging client base or business clients planning for transactions or ‘exits’.

The webinar will be hosted by Panalitix CEO Mark Ferris, who advises numerous growing accounting businesses. In his entrepreneurial career, he has engaged in succession (transaction) events both as a buyer and seller.

UK / Europe

Tuesday, October 27, 2020
11:00 AM – 12:00 PM GMT

APAC

Wednesday, October 28, 2020
12:00 PM – 1:00 PM AEST

USA / Canada

Wednesday, October 28, 2020
1:00 PM – 2:00 PM PDT

ASSESSMENT TOOLS

BUSINESS PERFORMANCE REVIEW

Assess the current situation of your
business against its potential.

INSTANT BENCHMARK TEST

Find out how your business areas
score against best practice.


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