Event Information
Event code ESEMEF369L01 Language Cantonese with English terminology
Event name Practice Management Series for SMPs: Succession and exit planning for CPA firms – practical concerns (archived session)
CPD hours 1.50
Competency Business Planning and Strategy,Change Management Sub-Competency Developing and implementing strategic actions,Communicating, managing and evaluating strategic plans,Developing plans, evaluating and managing change initiatives,Executing and supporting change initiatives
Level 2 - Intermediate
Contact Payment & Enrolment at enrolment@hkicpa.org.hk / 2287 7381 or Course Information at online@hkicpa.org.hk / 2287 7435
Description

Practice Management Series for SMPs

Run yearly since 2018, this series of seminars on practice management aims to help practitioners from small and medium practices (SMPs) better prepare for the challenges and opportunities ahead, adapt to changes, improve their management and operational efficiency, as well as to support their sustainability and future success.

Succession and exit planning for CPA firms – practical concerns​ (archived session) (ESEMEF369L01)

This e-seminar will cover the critical financial, practical, and legal considerations involved in transferring or acquiring CPA firms. Speakers will share essential insights and actionable tips to help members who are planning for ownership succession, whether looking to take over an existing firm or transition out of their own, navigate the process with greater confidence and preparedness.

​​Notice

This course operates under a learning management system (LMS) designed to enhance the learning experience. The course will be available to LMS-registered users within 24 hours. (Note: first-time user will receive an activation email shortly from no-reply@lmsmailbox.hkicpa.org.hk containing instructions to activate an LMS account.) The viewing period for the course is 180 days.

Offline enrolment form

 
Event Date
Date / Time CPD hours Notes
02 Jul 2026 00:00 - 31 Dec 2099 23:59 1.50 *** You will have unlimited access to this e-programme within 180 days after registration. ***
Fee Information
Type Fee (HKD)
Enrolment Member 170.00
Student 170.00
Non-member 370.00
Enrolment Date
Enrolment from 02 Jul 2026 (00:00) to 31 Dec 2099 (23:59)
Series
ESEMEF286L01 - Practice Management Series for SMPs: Navigating the tech wave – Digitalization experiences in small and medium accounting practices (archived session) (29 Apr 2025 00:00 - 31 Dec 2099 23:59)
ESEMEF287L01 - Practice Management Series for SMPs: Building strategy and capacity for ESG business (archived session) (29 Apr 2025 00:00 - 31 Dec 2099 23:59)
ESEMEF288L01 - Practice Management Series for SMPs: Attract Global Talent for Hong Kong (archived session) (29 Apr 2025 00:00 - 31 Dec 2099 23:59)
ESEMEF322L01 - Practice Management Series for SMPs – Common Website Security Issues and Outsourced IT Risks of Accounting Sector (archived session) (05 Dec 2025 00:00 - 31 Dec 2026 23:59)
ESEMEF341L01 - Practice Management Series for SMPs – Building an Effective Succession Plan for Tomorrow (archived session) 事務所管理系列 – 為未來妥善規劃繼任安排 (07 Jan 2026 00:00 - 31 Dec 2099 23:59)
Full Hot and limited seat Promotion
Closed e-Learning Continuing Education Fund
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