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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.