Step 8

Step 8

Grow your firm. Once you are fully transitioned, which will take approximately two months, your focus will be on the ongoing growth and maintenance of your business. At this point, you may wish to engage in business planning or succession planning consultations, or simply enjoy your hard-earned freedom.

 

PAG has relationships with many of the top industry consultants, in addition to excellent working relationships with the custodians’ business consulting and practice management teams. Your dedicated Relationship Manager will help design a custom consulting engagement for your practice and hold you accountable to execute it.