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Practice Succession Planning - Are You Ready for an Exit? How to Be & Why it Matters
1.
Rate your understanding of practice valuation.
1 star
2 stars
3 stars
4 stars
5 stars
2.
Have you received any unsolicited offers for your practice?
Yes
No
3.
Which phase of transition planning are you currently in?
Not started
In progress
Completed
Phase 1: Initial Planning
Not started
In progress
Completed
Phase 2: Preparation
Not started
In progress
Completed
Phase 3: Execution
Not started
In progress
Completed
Phase 4: Completion
Not started
In progress
Completed
4.
What is your primary concern about exiting your practice?
Valuation accuracy
Marketability
Tax consequences
Timeline management
5.
What's your target timeline for exiting your practice?
Less than 1 year
More than 5 years
Clear
6.
How confident are you in your current exit strategy?
1 star
2 stars
3 stars
4 stars
5 stars
7.
What additional information or support would you need to feel fully prepared for your practice exit?