Whether you’re planning to retire or looking to put a business continuity plan in place for your practice, deciding who will step up when you step down is no easy task.

Our complimentary checklist, What Prospective Successors Want to Know, can help you identify a successor who is a good fit for your firm by providing insight into issues that are top of mind for candidates, including:

• Current business structure and approach
• Client segmentation and service standards
• Existing staffing responsibilities and compensation benefits
• Historical firm revenues