Practice Management | Priorities for Building Your Multi-Disciplinary Firm

Our dynamic panel of experienced, professional business builders and FDFS™ featuring Jim Ruta, Steven Furtado, Carol Willes, Martin Luc Derome will challenge you to re-think the four “Big Rocks” needed to build a practice that regenerates and evolves with change. Four key opportunities will be discussed at the 2024 Conference for Distinguished Advisors this November in Montreal:

1. Capacity. How to regenerate your business goals to embrace a rapidly changing environment and build capacity.
2. Attraction. How to reach, attract and retain the people you want to work with – ideal clients and team members – with a value proposition that is affordable.
3. Investment. How to prioritize critical ongoing investments to keep costs down, quality up and opportunity readiness front and centre
4. Eye on Value: How to build a sustainable practice poised to grow and even entertain acquisitions, mergers or successful exits when opportunities arise.

Check out the online agenda, and our illustrious speakers and sponsors – and be sure to register by the September 30 early-bird deadline to join us in Montreal for the 2024 Acuity Conference for Distinguished Advisors!

This session at the 2024 Acuity Conference for Distinguished Advisors is sponsored by Queenston.

Queenston specializes in helping businesses in the financial sector manage transitions and plan for the future. This includes service such as mergers, acquisitions, business valuations, comprehensive succession planning, enhancing the value of a business, protecting value with a continuation plan and exit strategy, and succession planning to ensure a comfortable retirement.