The Succession Combination must work for all parties. Retiring Practitioners get:
A. Maximum reward for transitioning the practice. Plus the option to work as much or as little as they choose, at a high level of compensation. A process that brings a maximum measure of certainty. Successor Practitioners get:
A. Additional business without having to go out and bring it in. Interim assistance from th
e Retiring Practitioner which eases the strain of a sudden expansion. List of Services:
-A cost free analysis of your practice and a fair evaluation for the right Successor.
-Presentation and selective distribution of the Practice Opportunity in a safe anonymous prospectus approved by the selling or merging attorney.
-Screening of prospective people so that every meeting will be a good use of your time.
-Identifying the salient elements of the Practice and focusing the participants on a thorough but succinct process to set up the arrangements that will benefit all parties.
-Educating and nurturing the Parties during and after the deal making process. Preparing Focus Agendas for meetings and maintaining momentum.
-Avoiding large time gaps between progress points and averting the “stale periods”
that produce deal atrophy.
-Advising parties to terminate discussions when appropriates.
-Drafting cogent term sheets that convey all the essential features of the deal.
-Designing due diligence reviews to fit the nature of the practices seeking combination.
-Individually designed Documentation for the combination intended. Planning and assisting transition materials and process for clients.
