Training Owners: The Guide to Long-Term Firm Success
Succession planning requires more than just promoting someone to partner. As a firm owner, you’ve worked hard to build a thriving business. But is your team prepared to lead when you step back?
Transitioning ownership requires more than just technical skills.
Get the blueprint for training the next generation of your firm’s leaders. From handling financial risks to mastering leadership and delegation, this guide ensures your team is ready for the future.
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What you'll learn:
- What skills to focus on and develop as you start mentoring upcoming leadership
- How to develop skills like accountability, sales, and delegation in potential future owners
- Practical steps to prepare successors through open conversations and hands-on experience
Authors
By: Sean Duncan
Sean M Duncan, CPA, is the President and Founder of SMD Consulting & Accounting, LLC, Chief Proactive Advisors, LLC, and Helping Hand RIA, LLC. SMD Consulting & Accounting, LLC has gained national recognition as an advisory-focused CPA firm specializing in fixed-fee project and subscription services to help business owners and individuals with tax reduction, asset protection, wealth accumulation, and success on their terms. As the "Chief Proactive Advisor," Sean leverages his experiences from creating an advisory firm and helps fellow professionals transition from a reactive to a proactive approach. His methodology accelerates the building of more lucrative and fulfilling advisory practices. His 6-step transformative framework was developed over his 25+ years in the profession.
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Your future self will thank you.