It all starts with a discussion to get to know each other and your goals for succession, if we’re a fit as a succession partner we can move further into the process.
Broadleaf resources to help
you plan your succession:
Mapping your succession path
Identify what it is you want from your succession using the Broadleaf questionnaire developed for financial planning business owners and founders.
Business Resilience Assessment
This resource helps you determine the resilience of your business as it currently stands.