Practitioner, Colin Wisemantel, talks about his practice succession as the owner of Professional Client Services.

As you prepare for your practice succession, an area often overlooked is your filing protocols for your document management.

When preparing for your practice succession, you should review your employees and their entitlements.

When preparing for your practice succession, the state of your financials is an area of significant importance.

When preparing for your practice succession, one easily overlooked item is your client files.

When you contemplate your practice succession, client retention is essential to your practice.