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Webinar (CPA Crossings): Effectively Transitioning Clients


CPA firms across the country are preparing for the retirement of thousands of talented Baby Boomer CPAs. Many elements of succession need attention, but one of the most important areas to manage is effective client transition. In addition, all client service professionals, no matter their age, should ensure that their clients have multiple contacts and relationships within the firm. When you operate this way, you overcome objections and client transition becomes a regular and normal occurrence for team members and clients both!

The future sustainability of your firm depends on your successful client transition. Leave this session armed with the information you need to plan and execute your firm’s client transitions effectively.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Learning Objectives

After attending this presentation you will be able to…

  • Estimate the “best” time to start transitioning and recognize that it might be when you’re selling the engagement
  • Recall the five steps involved in effectively transitioning a client to a new owner
  • Recognize how to identify and develop the appropriate successor for each client
  • Identify methods and timing for client discussions to ensure their buy-in to your plans
Major Topics

The major topics covered in this class include:

  • Client transition best practices that you can easily implement
  • Recommendations for how to analyze and re-assign transitioning clients, including who should be involved and the role of the transitioning individual in the process
  • Approaches to support new client owners in stepping up
  • Ways to help transitioning client owners let go
  • Communication strategies for transitioning and new client owners, as well as positioning approaches to protect your reputation with clients and in the marketplace
CPA Crossings, LLC
Course Level
CPE Field of Study
Business Management and Organization
Who Should Attend

Leaders and influencers across all practice areas of the firm, operational leaders

Renee Moelders Tamera Loerzel


Advanced Preparation

This webinar is produced by CPA Crossings. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Event Information
Oct 25, 2022
9:00 am - 11:00 am MST
Total CPE Credits


$ (% off)


$ (% off)
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Webinar (CPA Crossings): Effectively Transitioning Clients

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