Practice Succession Report

How ready are you for your practice succession?


Over the last ten years, many practitioners whom we have spoken to who are contemplating succession have seemingly done little in preparing themselves and/or their business for their succession.

If this sounds like you, then you have come to the right place.

The success of your practice succession will depend on many elements, but without doubt, planning, preparation, and execution are at the heart of the process. 

The Practice Succession Report is designed to help you get your practice ready for succession over the next 12 months. The report provides a structured approach to help you navigate through your succession journey. 

We provide a market-leading framework to help you start thinking strategically about your succession journey, along with specific actions for you to implement in your practice that can make a SIGNIFICANT difference to your end outcome.

You will have access to a variety of tools, including: 

  • A Practice Succession Plan; 

  • A Bucket List Register; and 

  • A Pre-Sale Due Diligence Checklist.

In addition, to support your journey over the next 12 months, we will share more resources, more tools, and more insights to help drive market-leading outcomes in your succession journey.

The Practice Succession Report will help you focus on the critical areas that will make a significant difference to your end success. 

Helping accounting practices prepare for succession on your terms and your timetable.

For Accounting Partners & Principals.