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