Becoming Succession Ready: Due Diligence Review
An essential component of your practice succession journey is the Due Diligence (DD) process. It will be vital that you prepare for this.
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Colin Simkin
- May 1
Becoming Succession Ready: Operational efficiency: Dual Monitors
When preparing for practice succession, depending on your timeframe, it’s important to consider the overall efficiency of your practice.
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Colin Simkin
- Apr 4
Welcome Tracy Jackson
Practice Succession welcomes Tracy Jackson as our new Business Development Executive to the team.
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Colin Simkin
- May 18, 2023
Professional Client Services
Practitioner, Colin Wisemantel, talks about his practice succession as the owner of Professional Client Services.
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Colin Simkin
- Mar 8, 2023
Becoming Succession Ready: Document Management
As you prepare for your practice succession, an area often overlooked is your filing protocols for your document management.
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Colin Simkin
- Mar 4, 2023
Becoming Succession Ready: Employee leave entitlement
When preparing for your practice succession, you should review your employees and their entitlements.
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