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Practice Succession Guides

Understanding that succession is a significant endeavour, we have constructed guides that furnish you with a strategic framework that aligns perfectly with your needs over the forthcoming 12 to 36 months. These step-by-step guides are your blueprint to fortify your practice's future and ensure a seamless transition.​​​​

Your step-by-step practice succession guide includes indispensable tools, each meticulously crafted to assist you on your succession journey:

  • Bucket List Register: Align your personal goals with your professional legacy, planning for life beyond practice.

  • Succession Ready Program: A program to ensure you are fully prepared for succession, covering financial aspects and operational handover.

  • Practice Succession Plan: Build a custom, step-by-step strategy tailored to your practice.

  • Due Diligence Checklist: A crucial tool for rigorous evaluation to ensure a thorough, trustworthy and successful transition.

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PRACTICE SUCCESSION GUIDE - COVER - 36 months.png

Becoming Succession Ready in 12 months

Becoming Succession Ready in 36 months

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