Seller and Succession Services

Choose a Marketplace solution and get started or schedule a consultation today.
FREE

Do-It-Yourself

  • Services Include:
  • Complimentary consultation
  • Anonymous Marketplace listing for your firm or practice
  • Email notification to Buyers and Successors about your Marketplace listing
  • Use of Advanced Search tool to help identify and screen for your ideal Buyer or Successor
  • Use of Messaging service to communicate with interested Buyers and Successors
  • Assistance in starting discussions with Marketplace and other clients

Seller Assist

  • Services Include:
  • Assistance in determining your goals and objectives
  • Assistance in developing strategy to reach goals and objectives
  • Assistance in determining the valuation range of your firm or practice
  • Assistance in identifying and screening for qualified Buyers
  • Assistance in reviewing and evaluating proposed terms
  • Guidance and support throughout process

Custom Succession

  • Services Include:
  • Assistance in determining your goals and objectives
  • Assistance in creating a plan based on goals and objectives
  • Assistance in identifying and screening for qualified Successors
  • Assistance in reviewing and evaluating proposed terms
  • Assistance with final implementation of the plan
  • Guidance and support throughout process

Breakaway Succession

  • Services Include:
  • Assistance in evaluating available external options for plan
  • Assistance in creating a plan based on the external option chosen
  • Assistance in identifying and screening for qualified Successors
  • Assistance in reviewing and evaluating proposed terms
  • Assistance with final implementation of the plan
  • Guidance and support throughout process

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