Succession Planning: Protecting Your Practice, Your Clients, and Your Legacy – 24 November 2025

You’ve worked hard to build your practice and reputation—don’t let it all vanish when you retire, sell, or step back. Succession planning isn’t just about the future, it’s about protecting your present: your income, your clients, and your peace of mind. This session shows you how to turn succession planning into both a shield for your own business and a billable advisory service that clients will gladly pay for.

Date:

24 November, 2025

Time:

15:00

Hours:

1 hour

CPD Units:

Category:

Operator, Practice Management

Group:

Channel 2: Growth

Format:

Live Event

Succession Planning: Protecting Your Practice, Your Clients, and Your Legacy - 24 November 2025

R230,00 VAT incl.

Product Information

Most accountants put succession planning off—until it’s too late. That’s when practices collapse, clients walk away, and SARS makes things even messier. This high-impact CPD session gives you practical tools to protect your own practice and guide clients through smooth ownership and leadership transitions. You’ll discover how to create plans that save tax, preserve wealth, and secure business continuity. Best of all, you’ll learn how to sell succession planning as an advisory service—because clients don’t just want compliance, they want peace of mind.

Presenter/s

What will set you apart

By the end of this session, you’ll know how to:

Secure the future of your practice so your hard work doesn’t die with you.
Turn succession planning into a revenue-earning advisory service.
Structure shareholder agreements, wills, and buy-sell clauses that avoid SARS headaches.
Value a practice or business realistically (so no one leaves money on the table).
Spot the red flags that destroy family business handovers before they happen.
Position yourself as the trusted expert who protects wealth, continuity, and legacy.

Event breakdown

Why succession planning matters now – the risk of waiting too long.
Protecting your own practice – exit options, leadership continuity, and risk reduction.
Succession as an advisory service – packaging and pricing it for clients.
Legal and tax structures that work – buy-sell agreements, trusts, and SARS considerations.
Family business pitfalls – how to manage conflict and set up fair transitions.
Practice valuation basics – how to put a realistic price tag on a business.
Step-by-step plan – building and updating a succession roadmap for your practice and clients.

Certificate

The following event is awarded 2 CPD units in Practice Management and Operator.