A half day workshop for practitioners to prepare their exit from practice life.
Thinking of retiring, changing career or taking a break from practice life? Planning ahead to manage a successful exit is one of the most important challenges in a practitioner’s career. Our workshop will help you navigate the issues to consider and some of the options available.
Working with clients can involve life-long relationships; understanding how to step down from the interdependent nature of these relationships and ultimately hand them over requires a process of acceptance and support from those closest to you.
Getting your practice into good shape before seeking exit is key to ensuring a smooth transition irrespective of which exit route is chosen. Learn from ICAEW members who have first hand insights and experience.
Key takeaways from the half-day workshop include:
ICAEW's terms and conditions for events.
Registration and coffee
Introduction and welcome
Nila Khan, Practice, ICAEW
Exit Routes – why exit and what are the options?
David Blair & Nila Khan, ICAEW Members
Prepare Your Practice to Exit and Realise Maximum Value
Steve Cox, Chief Evangelist, IRIS Group
Selling out to a large group – pros, cons and what to expect
Richard Keyes, TC Group
CABA – Getting ready to leave Practice Life
Paul Day, CABA
Practical pointers: member case study
Vicky Andrew, ICAEW Member
What is run-off insurance and do I need it?
Lunch & Networking
n.b. programme subject to change
Please book it in two minutes by clicking ‘Book here’ above.
Vicky Andrew is a chartered accountant with over 30 years’ experience, a member of ICAEW Council and Deputy President of the London Society of Chartered Accountants. She works as an independent consultant advising micro-businesses, (including small accountancy practices), via presentations, workshops, articles and one-to-one advisory sessions. Following employment in various practices ranging in size from “big four” to “one-man band”, Vicky set up her own practice based in South-East London, which she ran successfully for 22 years, before selling to a larger, local firm of chartered accountants.
Richard began his career in the accountancy sector in 2006 when he became Marketing Director of TC Group responsible for overseeing the firms growth. In 2014 Richard was promoted to CEO of TGS global and was responsible for growing it from a start up to $250m in global fee income in 3 years before selling it to French firm Group Soregor in 2017. After selling TGS Richard became the MP of TC Group and is now responsible for all of their M&A activity and has grown the group from £8m - £18m In 3 years.
Steve is Chief Evangelist of IRIS; a technologist and chartered certified accountant who looks at how technology can simplify the modern business world. He joined IRIS in 2002, who’s career at IRIS has spanned many areas of the business including Customer Support, Engineering and Product Management. His most recent previous roles at IRIS include Senior Product Director and Interim CTO.
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