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Succession Planning for Clients

  • 1.  Succession Planning for Clients

    Posted 11-12-2019 10:36 AM
      |   view attached

    I have been doing a lot of succession planning consultations with clients lately and getting a steady stream of requests [don't know why the increased activity]; and to get the clients, I have lengthy conversations trying to explain what I do and the value to them.  To make it easier for me, and the prospective client, I just posted a blog Nov 12 2019 describing the service and included a 65 page handout of material which tells them "everything" they might ever want to know about it and that they could do it themselves, but welcoming them to engage me for that consultation [2 out of every 3 calls results in an engagement but I don't understand why it isn't 3 out of 3!].

     

    Normally when I offer a freebee (except for the checklists and a couple of other items) on my blog or my Accounting Today column I do not post it on the Society Open Forums since you should be receiving my blogs and AT column.  However, this is so different from anything I've done and so chuck full of unique type of information that I am attaching it here to share with my colleagues. So download and enjoy it. And use it to generate additional revenues.

     

    All the best!

     

    Ed

    emendlowitz@withum.com

     

     

     

     

     

    Edward Mendlowitz, CPA

    Partner, WithumSmith+Brown PC

    1 Tower Center Boulevard, 14th Fl,

    East Brunswick, NJ 08816

    D  (732) 743-4582  T  (732) 828-1614

    M (732) 890-3344  (732) 964-9330

    Blog: www.withum.com/partners-network-blog

     

     

     

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  • 2.  RE: Succession Planning for Clients

    Bronze Most Valuable Member
    Posted 9 days ago
    Thanks Edward I will keep your number for future reference

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    Roman A. Bellusci CPA
    ROMAN A. BELLUSCI, CPA
    Floral Park NY
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  • 3.  RE: Succession Planning for Clients

    Platinum Most Valuable Member
    Posted 9 days ago
    Thank you Ed! Your contributions and support are invaluable!

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    Robert Brown
    ROBERT N. BROWN, CPA
    Jericho NY
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