Succession Planning

A succession plan is a critical element for all business owners. It is essential to obtain a fair value for the business you have worked tirelessly to grow and to ensure your clients and staff are taken care of during the transition of your business.

To help you identify the necessary steps required to compile your succession plan, we have developed this gap analysis. Once completed, you will receive a report that will identify any shortcomings.

We recommend discussing these results with your business coach, who can assist you with implementing the gaps.

You will receive 1 CPD point (Practice Management) on completion of the gap analysis.

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