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Two Sides to One Coin: How Ownership and Management Relate at Advisory Firms

Session Speakers
Session Description

Why Attend
Discover how separating ownership and management roles—and making their congruencies deliberate—can help your firm run more efficiently and better prepare for transitions.

Session Details
Advisory firms often consider ownership and management roles to be the same, but each has its distinct demands, responsibilities and benefits. The timing and personnel involved in these transitions can be and often should be different - automatically combining them can be risky. Whether your firm is large or small, crafting deliberate paths toward equity and management will ultimately yield greater success. Two subject-matter experts will discuss:

  • How clearly defining the unique characteristics of each role can improve your business dynamics and simplify succession.
  • Why firms of all sizes should articulate plans for equity migration and management transition early on.
  • How to develop your optimal selection criteria for the best management candidates, communicate the differences between management and ownership, and take the right steps to get a successful transition under way.

 

Additional Information
CPE-1.5 hrs
Education Session
1h 15m
Session Schedule