Pathway to Succession and Exit Workshop: 18 February 2025 - Gold Coast

At Slipstream Group, we understand that building a successful financial services firm is akin to pursuing an Olympic dream. It's not just about qualifying for the race; it's about how you 'nail the finish.' That's precisely what our new one-day workshop, Pathway to Succession and Exit, aims to help you do. If you're contemplating the future of your accounting or financial planning practice and want to learn how to craft and execute a succession plan, this workshop is tailored for you.

Are you contemplating how to smoothly transition out of your accounting or financial planning practice within the next 1-5 years? This workshop is designed with you in mind. Receive personalised guidance from coaches who have successfully navigated themselves and helped others through this crucial phase. We focus on helping you identify your needs and equipping you with the strategies to meet them. Leave with a tailored succession plan fit for your situation and optimised for your priorities.

If you have any other questions, please contact our team on 07 3221 3796 or email us at [email protected]

Host or Publisher Slipstream Coaching