Whether you are considering an immediate move or would like to transition out of your practice within the next 5 years, we would like to discuss a sale or transition with you.
We offer 3 Transition Programs
Transition Today™
- Evaluation of the book of business for sale
- Valuation review and recommendations
- Identify options for financial structuring of transition
- Creation of a Transition Timeline™ and Client Communication Strategy™– critical to the success of the transition!
Transition Over Time™
- Building of a Connection Strategy™ to partner until transition
- Facilitate the development of a forward looking valuation and deal structure
- Creation of a multi-year Trust Transfer Strategy™ to reduce attrition and aid in client retention
Contingency Transition™
- Development of an Options Strategy™ in the event of an unplanned transition due to death or disability
- Creation of a Buy-Sell Agreement to protect the value of your practice for your loved ones
- Act as a key resource to guide your surviving spouse or heirs through the process of selling your practice
If you would like to have a confidential discussion regarding the possible transition of your practice, or have any questions regarding our transition programs, please contact us at 866-553-0854. We look forward to hearing from you.
