This half-day workshop will provide anyone planning to retire from, sell their practice or pass it on to a family member with the key information they need to know about the succession planning process.
Are you planning to retire from your partnership, or as a practitioner are you considering retirement and the sale or transfer of your practice through an MBO or third party sale?
If so, the you won’t want to miss out on this workshop which will provide you with practical examples and a toolkit featuring a range of scenarios and case studies to assist you through the succession planning process and make sure you get the best results.
The programme will include:
You will take away with you a practical toolkit to make your succession planning process is as effective as possible, including practice help sheets produced by ICAEW for its members, an example confidentiality letter and a sale agreement checklist.
Event terms and conditions
ICAEW's terms and conditions for events
Data protection policy
Registration and refreshments
This initial session will cover:
This second session will cover:
Mr Keith Underwood, Managing Director, Foulger Underwood Kato
Keith' s main experience and strengths lie in strategic planning and financial/business development, both in the UK and in Asia. He has instigated and managed many mergers and acquisitions of various sizes. In addition, he has implemented changes in business models, in both the consumer and professional service sectors, to initiate improved market positioning and profitability.
£160 + VAT
This screen shows you the details for the selected product.
Click the "Add to Cart" button to add this product to your shopping cart. You can enter a quantity larger then 1 to add multiples of this product to your shopping cart.
If the product is full you will see a "Wait List" button. Click this button if you would like to be notified if/when capacity is added. If capacity is increased we will email you. Upon receipt of the increased capacity notification, registration will be on a first-come, first-served basis.
If the product is not ready for purchase you will see a "Notify Me" button. You can click this button if you would like to be notified when this product is ready for purchase.
Some products can only be purchased through our partner. In this case you will see an "External Register" button. Click this button to purchase through our partner's website.