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title: What Prospective Successors Want to Know
---

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# What Prospective Successors Want to Know

Get our complimentary succession planning checklist to help ensure a smooth transition at your firm.

 

![7ThingsProspectsWantKnow_cover_600px-w](https://learn.commonwealth.com/hs-fs/hubfs/Offers%20-%20Rebrand/7ThingsProspectsWantKnow_cover_600px-w.jpg?width=600&name=7ThingsProspectsWantKnow_cover_600px-w.jpg "7ThingsProspectsWantKnow_cover_600px-w")

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 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

### Send me my free copy of *What Prospective Successors Want to Know.*

This material is for educational purposes only and is not intended to provide specific advice.

Commonwealth Financial Network®, Member [FINRA](https://www.finra.org/)/[SIPC.](https://www.sipc.org/) Please review our [Terms of Use](http://www.commonwealth.com/termsofuse.html).

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