Practice Continuation Agreement

Template:  This template created by Transition Advisors is a great starting place in creating the legal document for a firm’s Practice Continuation Agreement. It incorporates Assumption of Service to the Clients, Compensation, Collection of Receivables and WIP and Restrictive Covenants
Published on September 09, 2012

Sample Continuation Agreement

Framework:  This sample document can work as a starting point for creating your own Practice Continuation Agreement. It contains all the basic information that should be included in the agreement
Published on March 13, 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

Turning Out the Lights

Overview:  Chapter 7, Turning Out the Lights, includes a PDF chapter, along with a video and tools. Chapter extras include client evaluation spreadsheet, a Sample Practice Continuation Agreement and an article about practice continuation agreements written by Joel Sinkin and Ira Rosenbloom
Published on March 06, 2013

Sole Practitioners

Article:  ...you’re not alone as you face these challenges. These tools/resources provide strategies for plotting your direction and support for the every-day intricacies of managing a solo practice
Published on May 21, 2013

Who Would Run Your Firm

Article:  This article written by Joel Sinkin and Ira Rosenbloom addresses practice continuation agreements as a first step for protecting a practice. It discusses different strategies for success and shares thoughts on choosing an internal successor vs. turning to another firm
Published on September 09, 2012

PCPS Member Discounts

Overview:  See some of the savings associated with PCPS membership.
Published on March 25, 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 May 21, 2013