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308: Navigating Succession Planning episode artwork

Jun 17, 2025 32 min

308: Navigating Succession Planning

from NJCPA IssuesWatch Podcast Hosted by New Jersey Society of CPAs

Succession planning isn’t just about stepping away; it’s about protecting the future of a CPA firm, ensuring smooth leadership transitions, and maintaining client trust and operational continuity. Alvin Fennell and Stan Sterna from Aon join us to discuss how firms can mitigate risk when going through a leadership transition. Topics discussed: 1:16 – How a strong, proactive succession plan helps small and midsize firms manage professional liability risk 5:07 – Risk considerations for firms entering into a private equity deal 10:40 – How firms can ensure continued client service during a leadership transition 16:46 – The role of legal protections and buy-sell agreements during a firm transition 25:01 – Insurance considerations Resources: Firm management and succession planning articles and events Learn more about Aon

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308: Navigating Succession Planning

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