Is it a faux pas to exit to one of your existing clients?

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No issues if you do it right. I think the best way to do it is offer to be eyes and ears for your account leadership at D after you transition. That way you can share intel both ways, and a door becomes wide open if you decide to boomerang back because of the goodwill

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Yup, exiting to the client is a massive value prop to the firm, I've seen it happen many times. It benefits the person who has exited because it's in the firm's best interest to position a person they trust in a high visibility high authority client role. Strings can be easily pulled to make that happen assuming your account leadership has relationships with upper ranking client stakeholders

Nah

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Are they an audit client? If not, go for it. If so, you need to go through the process. Either way if its the right move for you, go.

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Nope, I’m in the advisory practice so this shouldn’t be an issue. Thanks for the insight!

Happens all the time

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