Episode 100

How Accountants Can Help Their Clients With Exit Planning

Christine Nicholson co-founded Succession Plus UK to focus on Exit and Succession Planning, helping business owners get more from their life’s work. Starting from scratch, she built her consultancy and now transforms lives and businesses with a mix of straight talking advice, mentoring and empathy. Shownotes:

  • Why the accounting and finance function is changing rapidly for the better
  • The two qualities that makes a business and its owner much happier
  • Why 'exit' is such a hot topic in the accounting world
  • The two possible ways owners and founders will exit their business
  • The four horsemen of the Apocalypse that force business owners to retire or leave
  • The % of businesses coming onto the market that never get sold
  • The staggering number of business owners who leave their business in unplanned circumstances
  • The role accountants should play in the 'exit conversation' with clients
  • The three types of accountants when it comes to helping their clients sell
  • What accountants need to do to be better business advisors
  • The difference between succession and exit in terms of control, revenue and power in a company or firm
  • The things accounting firms get wrong when it comes to succession and exit
  • As the baby boomer era nears an end, we face the biggest inter-generational transfer of wealth ever
  • Why accountants should work personally with exit specialists
  • The kind of things really good accountants say to their clients
  • Words of advice for accountants to have 'what next?' conversations with their clients

Christine Nicholson on the Accounting Influencers podcast with BD Academy founder Rob Brown

In her spare time, Christine enjoys taking care of her one house plant and her garden. She likes going on adventure hikes with yoga in between. Contact Christine:

Her website 

Christine on LinkedIn

Next Episode All Episodes Previous Episode

About the Podcast

Show artwork for Accounting Voices Podcast
Accounting Voices Podcast
Accounting Voices helps people in the accounting world stay relevant visible and vocal. Host Rob Brown interprets trends reshaping the profession and gives listeners insight to build authority influence and a stronger voice in firms and markets.

Listen for free

About your host

Profile picture for Rob Brown

Rob Brown

Rob Brown is the founder and host of the Accounting Voices Podcast, the flagship solo show of the Accounting Voices Network. Each episode offers sharp analysis and commentary on the trends, ideas and people shaping the global accounting profession.

Through this Accounting Voices Podcast, Rob helps accounting firm leaders, decision makers and professionals stay relevant and make sense of disruption in areas like AI, automation, M&A, private equity and soft skills beyond the tech. His perspective blends clarity, insight and curiosity, making complex issues relevant and practical for professionals and decision makers across accounting and finance.

He also leads two monthly panel shows, Accounting M&A and Accounting AI, which bring together senior voices to explore consolidation, strategy and the impact of technology on firms and people.

Rob is the author of the bestselling book Build Your Reputation (Wiley) and a TEDx speaker whose talk The Personal Brand of You has more than 400,000 views. Over his career he has hosted and moderated more than 1,000 conversations with accounting and fintech leaders worldwide.

Based in Nottingham UK, Rob is a stroke survivor living with epilepsy, a black belt in kickboxing, a decent chess player and an average player of four musical instruments.