Start privately. Decide what comes next.
Six Questions
You do not need to be ready to move. Answer a few questions about the practice, then continue to a private conversation or research that fits your situation.
The readiness assessment
Six questions. No firm information required.
The questions cover the issues that usually determine whether a transition deserves further investigation. Your answers are not a valuation or recommendation. They simply make the next conversation more useful.
Your final answer determines the next step: schedule a private conversation or receive research that fits your situation.
What we will ask
- What is making you consider a transition
- Which business model you are in today
- When you would realistically consider a change
- Your approximate trailing-12 revenue
- How much the practice manages or advises
- Whether you want to discuss next steps now