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Business Transition Planning for Accountants

Take the Next Step in Your Accounting Career with Sloan Partners LLP

At some point in the life of every accounting practitioner, there comes a time to decide where your practice is headed. Sloan Partners LLP has created a very workable solution for your practice that makes it easy for you to take the next logical step, whether that is expanding your business, managing a business that has grown beyond your ability to handle on your own, or making plans for retirement.

We call it STEPS, and it has been custom-designed to meet the needs of the retiring practitioner or a growing practice. Through experience and expertise, STEPS will guide you through your transition and provide you with control over your future.

How Can the STEPS Program Help You?

The STEPS program puts the substantial accounting and business resources of Sloan Partners LLP at your disposal. With fully trained accounting and support staff available, you will no longer have to worry about payroll, office management or administrative issues, allowing you to focus on other things.

You can take full advantage of Sloan Partners LLP’s Chartered Accountants on-site expertise and regular professional development programs, which cover a wide range of areas including:

  • Income tax legislation;
  • CRA assessment practices;
  • Technology and staffing issues;
  • New standards and compliance requirements;
  • And more.

We can also assist with tax compliance reviews and consultations, and give you access to our in-house tax counsel. You’ll also have access to all software and data from anywhere through the Sloan Partners LLP’s state-of-the-art Citrix™ computer system.

Make the Most of Your Valuable Time

Running your practice in a support and resource-rich environment can afford you more time, which you can use to:

  • Work more closely with your clients, especially the larger and more important ones;
  • Identify alternative income-generating opportunities;
  • Attract and close more business;
  • Pursue related business activities; and
  • Make more time for leisure and family, and gradually transition into retirement.

Most importantly, you can work when you feel like working, and take time off when you need it.

Benefits of the STEPS Program

As a STEPS participant, you will gain access to a list of valuable resources:

  • Inclusion on the Sloan Partners LLP website;
  • Access to Sloan Partners LLP’s private health services insurance plan;
  • Free parking for clients and staff and indoor parking for yourself; and
  • Great networking and cross-selling opportunities with like-minded business practitioners.

In short, STEPS is a benefit-rich program. It offers you a logical transition process for your business that’s designed with your best interests in mind.

Growing your practice with Sloan Partners LLP in Toronto

The STEPS Program is designed to ensure that you maintain your desired level of independence at all times. This is important to your clients and to us as well. The idea behind the STEPS Program is to offer you an opportunity to grow your practice while utilizing the services, structure and support that you require, without you having to worry about setting it all up.

You will be in complete control of your client’s files but will have a support structure that is second to none that will enable you to move your practice to your desired level. Joining the STEPS Program allows you to set your own schedule, to work when you feel like working, and take time off whenever you please. STEPS gives you an added measure of control, by knowing where your practice is going, and allowing you to plan for a more profitable future.

Transition Towards Retirement with Ease

The STEPS Program is designed to ensure that you maintain your desired level of independence during the transition process. This is important to your clients and to us as well. The idea behind the STEPS Program is a gradual transition towards retirement while you continue to oversee the management of your clients’ files.

Joining the STEPS Program allows you to set your own schedule, to work when you feel like working, and take time off whenever you please. It also allows you to manage or balance your income flow by setting yourself up in an income-sharing opportunity. You’ll have a clear picture of where your practice is going, and be able to plan for a more profitable future.

Make Your Next Move with Sloan Partners LLP STEPS Program

You’ve worked hard to build your own accounting firm. Now you’re considering your next steps so you can plan your future with confidence. Whether you plan to retire now or in the future, you can trust the team at Sloan Partners LLP to help you sell your firm and plan a seamless exit strategy. If you’re looking to expand and would like to do so in a supportive yet independent environment, we can help with that as well.

Sloan Partners LLP is conveniently located in North York, close to three major highways. Contact us today to learn more about how selling your firm to or joining Sloan Partners LLP as an associate can help you take the next step towards retirement. Please reach out to us online or call us at 416-665-7735.

Expertise