Exploring Succession Options
The evolving accounting landscape means that both strategic vision and human connection are key to successful leadership and transition. This dynamic conversation between Colin Simkin, succession planning expert, and Olwyn Connolly, champion of the human element in accounting, explores how practices can build sustainable value. Discover how to position your business through strategic positioning and authentic client relationships for enhanced value. Whether you're considering exit strategies, growth opportunities, maximising practice worth or simply staying relevant, this session delivers actionable insights for navigating uncertainty while maintaining the personal touch that sets exceptional practices apart.
- Building Transition-Ready Value: How can practices develop sustainable, transferable value that doesn't rely solely on founder relationships?
- Leadership Continuity: What human elements and cultural practices should be preserved and systematically transferred to ensure client loyalty and team stability during leadership or ownership transitions?
- Timing the Transition: How do you recognise the optimal window for succession planning - balancing personal readiness, market conditions, practice valuation, and the next generation's preparedness to lead in an AI-transformed industry?
