Transition Planning

There are several key steps to ensure a successful practice transition. Determining the practice valuation is essential. Defining both personal and professional immediate- mid- and long-range goals directs the transition. The development of a clear timetable is important to some practitioners.

Often, it takes a considerable amount of time to achieve a desired outcome. Whether you are a seller or a buyer, early transition planning can help avoid mistakes, delays or disruption of the process.