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Strategy | Planning
Succession and retirement planning has never been more important as it is at present. Embracing the current position will put you in a great position to capitalise on your practice’s hard work during COVID when it comes time to selI. In this session we will look at steps to value your business and evaluate the succession planning options to sell or enter a partnership.

David Smith

Founding Director, Smithink

David Smith is a founding director of Smithink, which, since 2001, has assisted professional service firms with their strategy, business management, governance, mergers and acquisitions, and succession. He is an independent chairman, director, mentor or coach to many firms.

He has a special interest in technology and was the creator of the major ATSA technology event for the accounting industry which was sold to National Media in 2017.

Previously, for over 16 years, David was a partner at chartered accounting firm PKF (now BDO) Sydney. At PKF, he created one of the earliest self-managed super admin platforms. The PKF technology business David created, comprising three software products, was sold to MYOB in 1999.

He is a regular speaker on topics relating to the future of the accounting industry and business generally, practice management, business strategy, process improvement, technology and innovation.

He is also a director of OpenInvest, a new platform that aims to assist do-it-yourself investors access global fund managers.

He was the 2003 president of the Institute of Chartered Accountants in Australia (now Chartered Accountants Australia and New Zealand) and was an inaugural director on listing of CountPlus Limited, the ASX-listed aggregator of many accounting and related businesses.

David has a free monthly newsletter. You can subscribe online at www.smithink.com.