Transition is more than just change, it’s a process. Whether you are moving to another firm, retiring or bringing on a new partner, having a plan for your transition will help make it smooth and seamless.

The 6 Step Transition Program is a monthly program where we meet for one hour and develop a complete transition plan starting with step one, goal setting.

From there we have five more steps:

  • Exploring transition
  • Creating a strategy
  • Developing action steps
  • Setting time frames
  • Finalizing the transition plan