pcp Succession Planning Resource Center
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Use the most recent succession survey as a baseline for trying to develop your succession plan or as a comparison tool if you already have a plan in place. You’ll find data on governance structure, roles for retiring partners, guidelines for transition requirements and more tips from firms of all sizes.
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Succession Podcast Series with Transition Advisors LLC
Listen to either the sole practitioner series or multi-partner series as you prepare your firm for the future. There are six podcasts in each series and each are approximately 20 minutes.
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Practice Continuation Agreements: A Practice Survival Kit
Have you considered what will happen to your family if something happens to you? If you don’t have a practice continuation agreement, the value of your practice could disappear quickly. Use this kit and sample agreements to secure your practice for an unforeseen event.
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Succession Planning Guide & 工具
As you develop a succession strategy, use the entire guide or only the sections, templates and tools that pertain to your firm. You can also use these tools to structure a successful M&A deal by developing clarity around a target firm’s position in the marketplace.