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How Accountants Can Help Their Clients With Exit Planning

Christine Nicholson on the Accounting Influencers podcast with BD Academy founder Rob BrownChristine Nicholson co-founded Succession Plus UK to focus on Exit and Succession Planning, helping business owners get more from their life’s work. Starting from scratch, she built her consultancy and now transforms lives and businesses with a mix of straight talking advice, mentoring and empathy. Shownotes:

  • Why the accounting and finance function is changing rapidly for the better
  • The two qualities that makes a business and its owner much happier
  • Why ‘exit’ is such a hot topic in the accounting world
  • The two possible ways owners and founders will exit their business
  • The four horsemen of the Apocalypse that force business owners to retire or leave
  • The % of businesses coming onto the market that never get sold
  • The staggering number of business owners who leave their business in unplanned circumstances
  • The role accountants should play in the ‘exit conversation’ with clients
  • The three types of accountants when it comes to helping their clients sell
  • What accountants need to do to be better business advisors
  • The difference between succession and exit in terms of control, revenue and power in a company or firm
  • The things accounting firms get wrong when it comes to succession and exit
  • As the baby boomer era nears an end, we face the biggest inter-generational transfer of wealth ever
  • Why accountants should work personally with exit specialists
  • The kind of things really good accountants say to their clients
  • Words of advice for accountants to have ‘what next?’ conversations with their clients

Christine Nicholson on the Accounting Influencers podcast with BD Academy founder Rob Brown

In her spare time, Christine enjoys taking care of her one house plant and her garden. She likes going on adventure hikes with yoga in between. Contact Christine:

Her website 

Christine on LinkedIn