Quick Start Guide

This quick-start guide assumes your preferred succession strategy is to sell or merge your firm into another firm. This is a supplement to the eleven chapters that make up the Succession Resource Centre. If you are not sure what the best succession strategy is for your firm, you should refer to the full Succession Resource Centre website for a complete analysis of your options. We have made reference to the website chapters throughout the recommendations below.

Learning Content
  • Step One: Start the Transition Process
  • Step Two: Introductory Meetings
  • Step Three: The Offer Stage
  • Step Four: Conduct Due Diligence
  • Step Five: Document the Deal
  • Step Six: Create a Transition Plan


Quick Start Guide

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Practice Summary Sheet

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