Practice Succession Report

Your Practice Succession Report provides a framework to help you start thinking strategically about your succession journey, along with specific, targeted actions for you to implement in your practice.
In your Practice Succession Report, you will have access to various tools, including:

  • Bucket List Register for your post succession life,

  • Succession Ready Program

  • Practice Succession Plan and

  • Due Diligence Checklist.

Your Practice Succession Report will help you focus on critical areas that will significantly impact your end success.

Your Practice Succession Report is tailored to your succession timeframe:

  • Within 1 - 3 years

  • Within 3 - 5 years