Success Strategies for Remaining Independent

10 March 2026

Webinar: 1:00 PM - 2:00 PM GMT

The session focuses on strategies for remaining fiercely independent in the accounting profession amidst private equity consolidation. The speaker highlights the need for succession planning, particularly in fee-earning and management roles, and the significance of proactive client engagement through referrals and networking. Additionally, the conversation covers the benefits of value-added services like tax planning, wealth management, and business advisory, and the importance of maintaining a strong team culture and competitive pay and benefits.

Recording available on the members only intranet - recommended watching for those looking to drive efficiency and keep clients and team members. 

For more information visit the members only intranet here.