Venue

Hilton Orlando
6001 Destination Parkway
Orlando, FL 32819
Tel: 1-407-313-4300


Sponsorship & Exhibit Opportunities

To find out how to customize a sponsorship/exhibit package which is most appropriate for your institution, please contact Jack Lynch at (212) 803-8803


Thursday, October 27, 2011

9:05 AM - 10:00 AM
Track: Mergers & Acquisitions View Track

CASE STUDY: SUCCESSION PLANNING FOR FIRMS DESIRING TO STAY INDEPENDENT

Deborah Lambert, CPA Managing Partner, JOHNSON LAMBERT & CO. LLP

This year, Johnson Lambert & Co. LLP celebrated its 25th anniversary.  The firm began with two founding partners in one office to now over 140 employees and personnel with 13 partners in eight offices.  This session will review a case study following the firm’s transition of ownership and leadership to a second generation of partners.  Find out the lessons learned along the way.

 

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