The Succession Management Program is designed to help you build a written and actionable succession plan.
Designed to adapt to your needs, your timeframe, and your budget to provide effective and cost-efficient solutions.
Our team of accredited professionals can provide valuation reports matched to the specifics of your business needs.
Facilitating both open-market and private buyer searches, we provide all levels of support: from listing your business to finding the right buyer to drafting documents to closing the deal.
Gain insight by comparing your firm's performance data to that of your peers, as well as to firms twice your size.
Protecting the value of your practice is an essential step in properly managing your largest asset. Be sure your clients, family and practice are taken care of.