Name: In The Slipstream – Episode#8
Artist: Brenton Ward & Scott Charlton
Album Artist: Brenton Ward & Scott Charlton
Grouping: In the Slipstream Podcast – Succession Planning
Genre: Podcast

DESCRIPTION SUMMARY OF PODCAST

Brenton Ward and Scott Charlton talk about Succession Planning. Highly relevant to Accounting and Financial Planning Firms with partners over the age of fifty, the discussion includes a number of practical tips and suggestions.

1. What approach should partners take to exiting the firm within the next 5 years.
2.Who should be leading the charge and how to make this an agenda point at meetings.
3. The hurdles that partners face for Succession Planning and how you can breakthrough these road blocks.

HIGHLIGHT POINTS OF PODCAST

Scott and Brenton shares important Succession Planning topics and strategies with us:

o Client Stories on Succession Planning from Partners that Slipstream Coaching works with.
o How to resolve Succession Planning issues.
o How to plan and prepare for Succession Planning within your firm

EPISODE TIMELINE

01:00 General observations to Succession Planning in the industry.
02:00 What approach should partners take to exiting the firm within the next 5 years.
03:00 Who should be leading the charge and how to make this an agenda point at meetings.
04:00 How will a one sole practitioner firm approach Succession Planning.
05:00 The hurdles that partners face for Succession Planning and how you can breakthrough these road blocks.
06:00 Client Stories on Succession Planning from Partners that Slipstream Coaching works with.
09:00 How to resolve Succession Planning issues and how to plan and prepare for Succession Planning within your firm.


RESOURCES & LINKS MENTIONED

Scott Charlton Website


MY TOP 3 POINTS FROM THE EPISODE

  1. Client Stories on Succession Planning from Partners that Slipstream Coaching works with.
  2. How to resolve Succession Planning issues.
  3. How to plan and prepare for Succession Planning within your firm.