BETTER SOONER THAN LATER

Exiting his chartered accounting practice proved more challenging than predicted for Barry Rosenberg.

“About three years ago I outlined my future plans which recorded my exit from our firm at Christmas 2019. Having identified my successor and implementing the transition process over 2.5 years, my successor unfortunately exited a year early due to a health issue.” This necessitated Barry staying on longer than he expected.

“This confirms the importance of what 65 Not Out is largely about. Beginning the processes of planning business succession/exit and retirement earlier rather than later.”