Effectively Transitioning Clients


Hosted by CPA Crossings

Tuesday, October 25, 2022 from 10:00am - 11:40am CT


Join Tamera Loerzel and Renee Moelders for a 100-minute session on planning and executing your firm's client transitions effectively!

The cost is $79 per participant. Click Here to Register


Session Description:

CPA firms across the country are preparing for the retirement of thousands of talented Baby Boomer CPAs. Many elements of succession need attention, but one of the most important areas to manage is effective client transition. In addition, all client service professionals, no matter their age, should ensure that their clients have multiple contacts and relationships within the firm. When you operate this way, you overcome objections and client transition becomes a regular and normal occurrence for team members and clients both! After attending this presentation you will be able to:

  • Estimate the "best" time to start transitioning and recognize that it might be when you're selling the engagement
  • Recall the five steps involved in effectively transitioning a client to a new owner
  • Recognize how to identify and develop the appropriate successor for each client
  • Identify methods and timing for client discussions to ensure their buy-in to your plans
  • The future sustainability of your firm depends on your successful client transition. Leave this session armed with the information you need to plan and execute your firm's client transitions effectively.

To download a copy of our Frequently Asked Questions and to learn more about our new webinar partner, CPA Crossings, click here.


    Learning Objectives:

    After attending this presentation you will be able to...

    • Estimate the "best" time to start transitioning and recognize that it might be when you're selling the engagement
    • Recall the five steps involved in effectively transitioning a client to a new owner
    • Recognize how to identify and develop the appropriate successor for each client
    • Identify methods and timing for client discussions to ensure their buy-in to your plans

    Program Content:

    The major topics covered in this class include:

    • Client transition best practices that you can easily implement
    • Recommendations for how to analyze and re-assign transitioning clients, including who should be involved and the role of the transitioning individual in the process
    • Approaches to support new client owners in stepping up
    • Ways to help transitioning client owners let go
    • Communication strategies for transitioning and new client owners, as well as positioning approaches to protect your reputation with clients and in the marketplace

    Who Should Participate:     Leaders and influencers across all practice areas of the firm, operational leaders  
    Instructional Delivery Method:     Group internet based  
    CPE Credits:     2  
    NASBA Fields of Study:     Business Management & Organization  
    Prerequisites:     None  
    Advanced Preparation:     None  

      

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