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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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.
35
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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Mar 4, 2023
Becoming Succession Ready: Employee leave entitlement
When preparing for your practice succession, you should review your employees and their entitlements.
53
Mar 3, 2023
Becoming Succession Ready: Financial Analysis
When preparing for your practice succession, the state of your financials is an area of significant importance.
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Mar 2, 2023
Becoming Succession Ready: Client Files
When preparing for your practice succession, one easily overlooked item is your client files.
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