Targeting the ideal practice

Succession Planning

Targeting the ideal practice

When making an acquisition, first consider the practice you want to have in the future, including the ideal number and types of clients you want, the services you offer, and the assets under management you want to achieve. Then, use the exercise below to help you define your ideal target and terms for an acquisition.

When making an acquisition, first consider the practice you want to have in the future, including the ideal number and types of clients you want, the services you offer, and the assets under management you want to achieve. Then, use the exercise below to help you define your ideal target and terms for an acquisition. 



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