29th Annual OC Fall Seminar Series: Night #4: Succession Planning for CPAs | H1081015


Date :
October 6, 2015 6:00 PM - 9:00 PM
Location :
Orange County Central
Facility :
Marriott Irvine
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Level of Difficulty :
CPE Credits :
CPE 3.00
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Night #4 (Tues. Oct. 6): Succession Planning for CPAs 
This important night will focus on all aspects of making your exit out of your CPA business, including: Defining your niches and alliances as well as your company's challenges. We'll cover the personal and financial aspects to consider, three basic approaches to succession, and much more! Speaker: Mark Fowler.
Member Fee:  $99
Non-member Fee: $139  


Learn how to maximize the sale of your business; gain knowledge of how to describe your company's special niches and alliances, and fully understand the three basic approaches to successful succession planning!

Major Subjects:

Successful Succession Planning, including:
    • Defining your businesses potential (specialty skills, niches and alliances)
    • Defining your challenges
    • Exit planning
    • Three basic approaches to succession
    • Learning what buyers want

Advanced Prep:


Misc. Information:

*  Please note:  You are signing up for one night ONLY for 3 hours of CPE.
Level of Difficulty:
Field of Interest:
Business Management and Organization
Designed For:
All CPAs and financial professionals.


Mark H Fowler, CMC
Mark H. Fowler specializes in guiding companies from challenge to achievement and has assisted more than 150 companies in major corporate reengineering projects. His areas of expertise include: growth management and enhancement, strategic planning and implementation, succession planning, mergers and acquisitions, operational efficiency and incentive compensation structures and implementation. Mark is a member of AICPA and California CPA Society. He was Director of the California CPA Society, 1986 to 1988, Chair for State Management Consulting Services Committee, California CPA Society, 2004 to 2006, Committee member for 2008 Succession Planning Conference, California CPA Education Foundation and has held other important positions within the CPA Education Foundation. Mr. Fowler has written numerous articles in the California CPA Magazine and recently co-authored Revolutionary Conversations which has already won awards. He has also created 25 courses and presented over 100 different speeches to professional organizations. His topics include corporate expansion, crisis management, marketing strategies, effective communication and management consulting.
No Agenda or Materials posted.