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Becoming Succession Ready: Document Management
As you prepare for your practice succession, an area often overlooked is your filing protocols for your document management.

Colin Simkin
Mar 8, 2023
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Becoming Succession Ready: Employee leave entitlement
When preparing for your practice succession, you should review your employees and their entitlements.

Colin Simkin
Mar 4, 2023
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Becoming Succession Ready: Financial Analysis
When preparing for your practice succession, the state of your financials is an area of significant importance.

Colin Simkin
Mar 3, 2023
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Becoming Succession Ready: Client Files
When preparing for your practice succession, one easily overlooked item is your client files.

Colin Simkin
Mar 2, 2023
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Becoming Succession Ready: Client Retention
When contemplating your practice succession, client retention is crucial to your practice's success.

Colin Simkin
Mar 1, 2023
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Becoming Succession Ready: Operational efficiency: Cloud Technology
When preparing for your practice succession, embracing cloud technology could be a consideration – the question is, do you have enough time?

Colin Simkin
Feb 27, 2023
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