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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.

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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 copy of What Prospective Successors Want to Know.