Eyes on the Future: Succession Management Within and Outside Your Practice

How can you set up your practice for the same kind of long-term success as your clients? Whether maintaining cross-generational relationships with your clients’ families or leaving a practice in good hands when an you retire, effective succession management is crucial. This white paper offers a top-level look at how to jumpstart your planning for both types of succession — and ensure stability for your clients and your practice alike for generations to come and maintain your firm’s competitive edge.
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