Becoming Succession Ready: Client Communications
An interesting consideration for practitioners is the use of mobile phone numbers and personal email correspondence within your business.
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Colin Simkin
- Jun 13
Becoming Succession Ready: Tax Lodgements Review
Tax lodgement performance history and current status are important and interesting statistics in your practice when considering succession.
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Colin Simkin
- Jan 18
Becoming Succession Ready: Operational Bottlenecks
One common issue that may impact your practice on different levels is operational bottlenecks, which can genuinely have a negative impact.
39 views
Colin Simkin
- Jan 17
Becoming Succession Ready: Client Dossiers
One of the key stages of your succession planning is the transition of your client relationships to your successor.
80 views
Colin Simkin
- Dec 14, 2021
Becoming Succession Ready: Client Analysis
When you contemplate your practice succession, you will have to consider many things and review many aspects of your practice.
54 views
Colin Simkin
- Nov 10, 2021
Becoming Succession Ready: Your Succession Ready Report
More often, practitioners are not ready and are not organised for their practice succession. Ask yourself these questions.
32 views