FREE PRACTICE PLANNING TOOL
Practice Sale & Succession Readiness Checklist
Prepare eight areas of your advisory business for a sale or succession conversation. Build and download a checklist of your next steps.
SALE & SUCCESSION READINESS
Know What to Prepare Next.
Mark the areas you have prepared. This is a planning checklist, not a valuation or a prediction that a transaction will close.
YOUR PREPARATION
0 / 8Planning areas marked prepared.
Your Next Steps
- Financial Picture
Reconcile revenue, recurring revenue, expenses, and owner compensation.
- Client Continuity
Summarize concentration, retention, and service needs without sharing client identities.
- Transfer Terms
Review client agreements, consent requirements, and any restrictive covenants with counsel.
Answers stay in this page unless you download them. No client records are needed.
PUT THE NUMBERS IN CONTEXT
Prepare for a Better Conversation.
Use the accompanying guide to understand the questions, documents, and decisions that belong beside your illustration.
Read the Practical Guide ↗BUILD WITH INTENTION
Your Next Chapter Deserves a Better Plan.
Start with your goals. Explore the trade-offs. Decide what belongs in your next conversation.