A confidential personal meeting with one of our consultants will help you determine your economic and emotional personal needs. We will also help you determine your practice related needs from both economic and managerial perspectives.
Proprietary tools such as the LEGACY Needs Analysis and LEGACY Practice Profile assist us in understanding the opportunity presented or sought, and allow us to evaluate the various options available to achieve your goals.
With your needs and goals now clearly defined, our consultants will make sound recommendations with custom-tailored transition and management related programs to provide the groundwork for you to begin the transition.
Perhaps most important of all, our consultants will assist in and direct the implementation of the appropriate programs. By working closely with you and other advisors such as attorneys, accountants, and financial planners, we will help you pursue your “Quality of Life” goals.