AE Ownership Transition & Professional Licensing Challenges

Don’t let professional firm licensing issues derail your firm’s future. Ownership changes, whether through succession, M&A, or ESOPs can trigger complex, state-specific licensing requirements that, if overlooked, may result in regulatory setbacks or operational disruptions.

Join SN experts Karen Poist, Kimberley Tarnakow, and Brad Wilson as they explore often-overlooked licensing implications tied to changes in firm control. Gain actionable insights and best practices to maintain licensure continuity before, during, and after ownership changes.

During this webinar you’ll:

• Identify professional licensing requirements that impact your AE firm.
• Understand how state licensure rules affect shareholder and board-level control.
• Learn how ownership or leadership changes affect firm licensure and operational compliance.
• Navigate the complexities of ESOP firm licensure rules and regulations.

Don’t miss this opportunity to gain the knowledge and tools you need to protect your firm’s licensure and ensure a smooth transition through any ownership transition.