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Get Our Complimentary Worksheet to Help You Find Your Ideal Successor

Succession Planning Worksheet

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 

Receive your copy of our Succession Planning Worksheet.