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.