Seller Guide to Evaluating Buyers

Get clarity on reviewing your prospective buyers.

Seller Guide to Evaluating Buyers

When it comes to selling your practice, fit is one of the biggest drivers for transition success. Selecting the right buyer for your firm ensures your clients and staff are well cared for after your exit. It’s a big decision and this interactive tool helps you assess individual buyers on all the traits that really matter.

This guide was created to help you gain clarity on prospective buyers and:


  • Thoroughly consider all relevant factors (it serves as a checklist)
  • Assess a buyer’s character, purpose and experience
  • Ultimately choose the right person or firm from your buyer pool
Seller’s Guide to Evaluating Buyers

Download and use for each buyer you are considering!

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