Transitioning your practice
Tailored guidance, continuity strategies and succession solutions to support every stage of your transition
Pre-retirement and continuity planning
Protect what you’ve built. Plan for what’s ahead.
If you’re still actively running your business, retirement might feel far off. But creating a continuity plan now helps protect your clients, your family and the value of your business, no matter what the future holds.
What to consider:
- What would happen to your business in the event of death, illness or disability?
- Have you documented your intentions or named a potential successor?
- Are your systems and client files ready for a smooth transition?
Retirement and business valuation
Exit on your terms with clarity and confidence.
You’ve built a successful practice, you deserve a transition plan that reflects its true value.
What to consider:
- Have you recently reviewed your continuity and succession plans?
- Do you know what your business is worth today and what might affect that value?
- Are you clear on what you want your retirement to look like?
Transition support
Make your move, fully supported.
The right support makes all the difference. Win Succession and IDC WIN work together to help guide your transition process, supporting planning and coordination at each stage.
What to consider:
- Have you had a transition conversation with Win Succession or IDC WIN?
- Are you confident your clients will be supported during and after your exit?
- Do you know what internal resources are available to you during the process?
Contingency planning
Prepare for the unexpected.
If you’re unable to work due to illness, injury or death, your clients and your family shouldn’t be left without a plan. Our Advisor Business Protection Program (ABPP) ensures your business has a path forward without cost or obligation.
What to consider:
- Do you have a plan if you face critical illness or disability?
- Would your clients and family know what happens next?
- Have you signed an ABP to guide your estate?