Episode 8.

Succession planning

In this episode Scott Charlton talks about succession planning.

Episode 8 – Succession Planning

Available now on:

Highly relevant to Accounting and Financial Planning Firms with partners over the age of fifty, the discussion includes a number of practical tips and suggestions:

  1. What approach should partners take to exiting the firm within the next 5 years.
  2. Who should be leading the charge and how to make this an agenda point at meetings.
  3. The hurdles that partners face for Succession Planning and how you can breakthrough these road blocks.

During the episode Scott and Brenton discuss:

  • Client Stories on Succession Planning from Partners that Slipstream Group works with.
  • How to resolve Succession Planning issues.
  • How to plan and prepare for Succession Planning within your firm.


Email: scott@slipstreamgroup.com.au

Phone: 0409 870 330

LinkedIn: www.linkedin.com/in/scottcharlton

Web: www.slipstreamgroup.com.au

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