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Succession Planning for Professional Services

December 14, 2022 @ 1:00 pm - 2:00 pm EST

Moss Adams CPE Webinars

Participants of the free live webinar will be eligible for 1 CPE credit.


Whether your strategy involves transitioning your business to a family member, your management team, a broader group of employees, or a third party, careful transition planning is crucial to the continued success of your business.

If you’re thinking of transitioning ownership now or in the far future, it’s important to plan well in advance to help ensure business survival and a return on investment. Join us for our webcast, Succession Planning for Professional Services, to learn more about:

  • Key elements of succession planning
  • Exit options based on business structure
  • Talent and management considerations
  • Business and estate financial implications

CPE Information

CREDITS: Accounting: 1

After completing this training, participants will be able to define the five key elements of succession planning; describe exit options; and identify business and estate financial planning considerations.


For more information about administrative policies regarding CPE, refunds or complaints, please contact Carly Miller at (949) 517-9434 or send them an email.

Moss Adams is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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