Finding the right talent is key to ensuring that your business and legacy are protected when you’re ready to pass the reins. You need to consider everything from a candidate’s experience and production levels to his or her personality and ability to retain staff.
Our complimentary Succession Planning Worksheet offers a step-by-step approach to finding a successor who is a good fit for your firm, including:
- Identifying and performing due diligence on potential candidates
- Guiding you through valuation and purchase and sale
- Ensuring a smooth transition of clients