Introduction

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.

Category: Practice Management and Operator

Channel 2: Growth

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Information

Available from: 24 November 2025, 15:00

Format: Webinar

CPD Units: 2

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What will set you apart

By attending this webinar you will gain the following competencies

• 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.

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Certificate

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

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Presenter

Leana van der Merwe

With 18+ years in accounting and corporate governance, Leana leads technical support at CIBA and is a recognized thought leader in regulatory compliance.

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Get Access to Related Accounting Weekly Articles

Accounting Weekly

Please note reading Accounting Weekly articles count towards non-verifiable CPD.

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