Succession RoadMap™

Our Succession RoadMap™ is our process that walks firms and individuals through the stages of effective succession planning. At the firm level, we begin with an assessment of existing retirement policies, an analysis of demographics and attributable assets and a review of the status and risks in client relationships. We help design programs and options for phase down, compensation, transition and support that can be customized to each partner as desired. Building support among senior partners will be critical as will communicating the program to all partners. Following the firm/programmatic steps, we help individual partners and firm leaders identify successors to clients, practice niches and other potential knowledge or relationship assets, and design and provide coaching support around individual partner transition plans.