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.
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