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Evolving CPA Succession: Traditional Modalities to New Horizons

EVOLVING CPA SUCCESSION: TRADITIONAL MODALITIES TO NEW HORIZONS

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 10, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Join us for an insightful webinar designed to guide CPAs through the intricate process of succession planning, offering new perspectives, and innovative solutions to ensure the longevity and success of your practice. Led by Alex Meschi, this webinar will explore traditional succession strategies and introduce groundbreaking approaches tailored to the dynamic nature of the accounting profession today. Prepare to be engaged, informed, and inspired as we navigate the complexities of transitioning your practice to new leadership.

Learning Objectives:


  • Summarize the importance of succession planning in ensuring the continuity and growth of CPA firms

  • Identify and evaluate traditional succession modalities, including internal succession, external sales, and mergers

  • Recognize the challenges and considerations involved in developing a robust succession plan

  • Outline innovative approaches to succession planning that align with the evolving landscape of the accounting profession

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Alex Meschi

SAM
Director, Operations
alex@mysamadmin.com
(855) 726-1065

Sam

Alex Meschi is a seasoned professional with a diverse background that spans across multiple industries, including automotive, mental health, consumer packaged goods, and luxury lifestyle sectors. His journey began at BMW Group, where he worked with prestigious brands like Rolls-Royce, BMW, and Mini, spearheading initiatives to integrate new technologies and improve operational efficiencies from manufacturing to logistics. After a decade of impactful contributions, Alex shifted his focus to consulting, more specifically, leveraging his experience to drive strategic improvements in various industries.

Despite veering away from a career as a CPA early on due to perceptions of the industry's stagnation, Alex's experiences and insights have positioned him in a unique way to reimagine the future of accounting practices. His commitment to transforming the CPA profession reflects not just in his advocacy for change but also in his hands-on approach to addressing the industry's challenges head-on.

About Our Presenter

Sam
In 2017, after years of experiencing challenges owning 53 CPA tax practices, the founders at SAM decided to leverage cutting edge technology and AI to create a solution to the growing challenges within the tax and accounting industries.

The goal: to create a marketplace platform that is easy to use. One that increases profitability for the firms, allows firms access to additional value adding services for their clients, and does so with greater efficiency and effectiveness.