MPAT: STAGES

Section One: Getting Started – Life Goals

Section Two: How Business Goals Relate to Life Goals

Section Three: Strategic Direction

Section Four: Preparing for Succession
- Organizing Your Practice
Section Five: Finding a Successor vs. an Outright Sale
- Selecting & Grooming a Successor
- Outright Sale

Section Six: Preparing My Business Valuation

Section Seven: Steps of Legal Transfer

Section Eight: Agreement During Transition

Section Nine: Financing My Succession Plan

Section Ten: Your Personal Succession Plan