Practice Continuation Agreements and Other Critical Documents for Small Firms – Lunch & Learn
Description
A guide to protecting the value and continuity of your practice in the
event of the G-d Forbid circumstances
Learning Objectives
Understand the imperatives for a realistic and implementable arrangement to protect your practice in the event of death or disability of the Owner of a sole or small partnership or the departure of employees
Major Topics
Parameters to Select the Firm to Cover/Continue Your Practice
Criteria for determining the viability for internal coverage/ Continuity
Methods to avoid turnover in the event of a practice interruption
Economic Ground Rules and Expectations for the Arrangements
Accountability and Reporting
Non-Compete Protection
Course Level
Basic
Professional Area of Focus
Practitioners
CPE Field of Study
Specialized Knowledge and Applications*
2
Who Should Attend
Sole Proprietors, Owners of Small Firms and Mid-Size Firms
