Are you at the beginning stages of succession planning for your firm? Or are you looking to scale your business? Succession Planning and scale can be a daunting task, as you want to make sure that your clients continue to be taken care of at the level of service that you currently provide to them.
Our partners at PracticePerspective gather a broad range of expertise to help you think through the important questions you face as a business owner and entrepreneur…and get the perspective—and answers—you need for planning the future of your practice. Take a look at their recent blog post on Why Recurring Revenue Makes Your Practice More Valuable for ideas and perspective from financial services leaders on the challenges and opportunities of bringing value to your practice.
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