Targeting the ideal practice

Succession Planning

Targeting the ideal practice

Target the type of practice you would like to acquire.

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. 



View more


Back to Top

Related articles

Tax implications for buying or selling a practice
Tax implications for buying or selling a practice READ READ
Evaluate your potential acquisition for compatibility
Evaluate your potential acquisition for compatibility VIEW VIEW
Change begins with understanding
Change begins with understanding READ READ

Sort by topic

Sort by Topic