Succession Planning Guide

In this guide, you will get powerful, yet practical insights to help you plan a successful exit from your firm. Put years of accounting practice transition experience to work for you in your succession planning.

Is Your Practice Ready for Market?

Topics include:

  • Determining your timing for a sale.
  • Internal vs. external sale considerations.
  • The most achievable strategies to improve your practice if you plan to exit in 1 to 5 years.
  • The "Must Do's" before putting your practice on the market.
Succession Planning Guide

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