Due Diligence

Overview:  Chapter 10, Due Diligence, includes a PDF chapter and related tools. The chapter page includes tools that can be used for buyers or sellers when considering an exchange: a Due Diligence Checklist and...
Published on January 03, 2013

Due Diligence Checklist

Checklist:  This comprehensive worksheet created by Transition Advisors walks you through all the areas to be covered when performing due diligence. It incorporates financial data, retirement and other withdrawal obligations, detailed owner and employee census and information on client services and industry concentrations
Published on September 09, 2012

Sample Proposal Overview

Sample Letter:  Use this example to get you started on your own proposal by including all of your discovery and due diligence. The better you become at understanding the prospect’s issues, the more you can include in the proposal. It can become a powerful document to enhance your selling efforts...
Published on December 23, 2011

Merger Negotiation Points and Documents

Guidance:  ...in and look at specific backup information to ensure the deal you are putting together is based on approximate fact. This document details items to be reviewed in due diligence and in some cases
Published on September 09, 2012

Quick Start Guide

Overview:  The Succession Planning Quick Start Guide webpage includes a PDF chapter Practice Summary Sheet. The Practice Summary Sheet that can be used for buyers or sellers when considering a sale, merger, or other plan of succession.
Published on February 20, 2013

Succession Planning Resource Center

Overview:  The Succession Planning Resource Center offers small to medium-sized firms the resources they need to make their firms succession-ready. The material has been developed from a big-picture, holistic perspective to help practitioners effectively address their succession management needs.
Published on March 05, 2013

Key Elements to a Partnership Agreement

Overview:  Chapter 11, Key Elements to a Partnership Agreement, includes a PDF chapter and related tools. The chapter page includes a Practice Continuation Agreement template that can be used as a starting point for firms creating their own agreements.
Published on January 10, 2013

What is the Value of Your Firm

Overview:  Chapter 9, What is the Value of Your Firm, includes a PDF chapter, along with a video and tools. The chapter page includes articles providing a deeper dive into paying for partner retirements, two stage deals and how billing rates and profitability affect a firm’s worth.
Published on March 06, 2013