Compensating Succession and Client Transfers

You missed the program, but you can still order the CD!

Compensation is a crucial part of the succession planning process. Done well, it can be a powerful tool to fairly align the interests of the firm with those of the retiring partner and reward the effective transition of key client relationships.  Mishandled, it can result in discord and the loss of business.

This 60-minute Altman Weil Webinar, Compensating Succession and Client Transfers, discusses how to set up a framework that draws on industry best practices, but also allows for flexibility in making fact-specific compensation decisions for individual partners as they transition their practices.

Topics include:

  • Establishing guiding principles
  • Developing a playbook and framework for action
  • Scenarios for compensating partner succession
  • Creative methods to help fund transitions
  • Variables of firm size and practice type
  • The mission of the Compensation Committee
  • Operational roles outside of the Comp Committee

Who should attend:

  • Chairs and Managing Partners
  • Compensation Committee members
  • Executive Committee members
  • Practice Group Leaders
  • Chief Administrators
  • Any partner with a stake in the firm's future

Program presenter:

James D. Cotterman, Principal, Altman Weil, Inc.

ORDER THE CD NOW: Email info@altmanweil.com; or call us at 610-886-2008.

A complete flash recording of the audio and video portions of the webinar on CD is available for those who missed the program.

$295 plus shipping & handling for each CD recording.

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