Get our complimentary succession planning checklist to help ensure a smooth transition at your firm.
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:
This material is for educational purposes only and is not intended to provide specific advice.
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