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CANOPY | EBOOKS

Training Owners: The Guide to Long-Term Firm Success 


By: Sean Duncan, Founder & Owner of SMD Consulting & Accounting.

Succession planning requires more than just promoting someone to partner. As a firm owner,  you've worked hard to build a thriving business. But is your team prepared to lead when you step back?

Transitioning ownership requires more than just technical skills.

Get the blueprint for training the next generation of your firm's leaders. From handling financial risks to mastering leadership and delegation, this guide ensures your team is ready for the future.
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CANOPY | EBOOKS
What You'll Learn:
  • What skills to focus on and develop as you start mentoring upcoming leadership.
  • How to develop skills like accountability, sales, and delegation skills in potential future owners.
  • Practical steps to prepare successors through open conversations and hands-on experience.

 Don't just manage your firm. 
 Make it better. 

 

From proposal to payment, Canopy is the all-in-one practice management system helping accountants build the firm of their dreams.
 
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