June 17, 2019
Selling a firm is no simple task, especially if you are a sole practitioner. Not every firm is meant to be sold, as not every firm has transferable assets that might appeal to a buyer. Take a look at these aspects of a sale to gauge whether it makes sense to form a long-term sale plan, attempt a more abrupt sale, or simply close the door when the time comes.
by Lee Wachocki
February 02, 2017
One of the biggest roadblocks to succession planning is not adopting a reasonable timeline. I like reverse planning: Start with the end goal and work your way back. I guarantee that you will be surprised at how many interim steps are necessary.