Complimentary Guide

The Succession Planning Guide

An accounting firm owner's guide to planning a successful exit.

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This insightful new guide will show you how to optimize the value of your firm when you go to sell. Learn how to improve your practice to secure the best deal terms and pricing when it comes time to go to market.


In this guide, you'll find tips to:


  • Determine the best timing for a sale
  • Highlight internal and external sale considerations
  • Implement achievable strategies to improve your practice for a sale in 1 to 5 years
  • List the Must Do's before putting your practice on the market
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