The tax and accounting industry is "graying" at a rapid pace. Many (if not most) of the top-performing tax business owners are at or nearing retirement age.
All of a sudden, it's time to put a succession plan into place.
Hand off to the next generation?
Maintain ownership and have a key employee manage the operations?
No matter what your specific plans, there is a tremendous amount of anxiety that comes with "passing the torch." And, in truth, this anxiety is not unreasonable. How many times do you hear of someone passing their business to a son, daughter, or key employee and then the business plummets and fails?
Our unique "Train Your Successor" training program helps tax business owners avoid the disasters that normally happen when you transition your tax business to new ownership.
Based on a true story, you'll watch live and in living color as third generation tax business owner Andy Frye passes the torch of leadership for the West Los Angeles Pronto Tax Office Location to new tax business owner Cynthia Fuentes.
The program includes detailed "Action Checklists" that show your successor, step by step, exactly what to do.
Some tax business owners have even used this program to "test" just how serious a successor is about doing what it takes to run a successful tax business. After all, if someone won't go through this program and do the Action Steps, how likely is that person to do what's necessary to keep your tax business happy and healthy?
Anyone looking to transition a tax business--either getting into one, or getting out of one--can benefit from this unique training program.
This program will challenge and empower your successor and greatly increase the possibility of a successful transition of leadership for your tax business.
As always, we offer a 14 day money back guarantee, so that you can buy and try with zero risk.
Andrew Freiburghouse, known as Andy Frye in "Tax World," is a tax consultant and Enrolled Agent (E.A.) licensed to represent taxpayers before all levels of the IRS.
Andy started his tax career as a tax preparer at Pronto Income Tax of California, Inc., a third-generation family business with multiple locations based in Southern California.
After preparing more than 10,000 tax returns and developing extensive employee training programs within his family business, Andy founded Pronto Tax School, Inc., an online training company that educates and empowers tax professionals and taxpayers nationwide.
Pronto Tax School is an IRS-approved education provider that offers credentialing and continuing education certificate programs, as well as career advancement and business development training.
Andy is a graduate of Santa Clara University, the Goldman Sachs 10,000 Small Businesses Program, and The School of Tax Business Hard Knocks.