Avoid Merging: Transformation Strategies to Stay Independent (2 hours) [NT]

Overview

In this market of rampant consolidation, some firms are able to remain independent. What are the strategies that sustain these maverick, thriving firms? Join us to explore the business-model transformations they’ve undertaken that give them the confidence and the ability to maintain an independent governance structure and continue to grow on their own. Leave this session with a better idea of the investments needed to pass your firm’s legacy onto future generations.

Highlights

The major topics that will be covered in this course include:

• Share national benchmark data on firm KPIs
• List attributes for a unified partner group

Prerequisites

Experience in firm leadership and strategic planning

Designed For

Current and Next Gen firm leaders, Partners, Directors, and Managers.

Objectives

After attending this presentation, you will be able to...

• Identify steps needed to move to a healthy, one-firm governance structure and a culture of sustainability
• Differentiate the attributes needed to systematically develop future leadership with those of firms that lack a strong bench
• Compare the performance measurement, compensation, and innovation practices of sustainable firms

Notice

“Adding to Calendar” does not register you for this event. Please either register online by clicking “Add to Cart” or contacting OSCPA at 503-641-7200 / 800-255-1470, ext. 3. Thank you!