Checklists
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Advisor Partner Buy-In Checklist
Do you have a plan in place for new partners to buy-in to your firm? Review our checklist to make sure you are prepared.
CPA Partner Buy-In Checklist
Do you have a plan in place for new partners to buy-in to your practice? Review our checklist to make sure you are prepared.
Internal Succession Checklist
Do you have a plan in place for the next generation to take ownership of your agency? Review our checklist to make sure you are prepared. It’s never too early to start preparing.
5C's of Credit Cheat Sheet
This cheat sheet will help you understand the factors lenders consider when evaluating creditworthiness. Your responses to these questions can help you better prepare for discussions with potential lenders.