P.E.A.K Process®: Estate and Business Succession Planning

Marching into the future, we discuss how you plan to leave your practice and personal wealth to the next generation. Each practice has a different ownership structure and those owners may have their own plan for the legacy they want. We account for that in the P.E.A.K Process®. This month is about making sure the process of passing wealth is correct for our clients objective and that a clear path is conveyed to our Dental Professionals. 

Deliverables: A clear “go, no go” checklist to make sure your plan is well documented and that the legacy plan is intact. Change from 1 year prior.

Meeting Cadence: Scheduled Appointment

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