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12 SUCCESSION PLANNING QUESTIONS

Get your clients to take action with these real case studies, resources, and examples you can use today.


In this free resource, we will give you 12 powerful questions you can ask today to help plan for tomorrow. And we walk you through an actual case study over almost 20 years, outlining both the short and long-term impact of succession planning. Along with some additional examples, you will be prepared to have a better discussion with your clients immediately.
  • 12 succession planning questions you can use to spark ideas rather than selling 
  • A 20 year case study showing you specific processes and impacts of succession planning 
  • Real world examples you can use with your clients

TAKE YOUR PRACTICE TO NEW HEIGHTS