· Sample agreement and payment arrangement · Who to do it with · Why there are no restrictions on you whatsoever · Information that needs to be assembled · How to Include your spouse or partner in the process · Sample notification letters to clients should the plan be put into effect · How to be the firm that takes over · 8 costly problems that are avoided for the family with a practice continuation agreement · Costs of executing the plan
Learning Objectives
Regardless of how busy you are, some effort needs to be devoted to executing a practice continuation agreement should you die suddenly or become disabled. These things happen to other people but sometimes it also happens to us.Be prepared with one of these agreements. Single owners do not have anyone to do a buy-sell agreement with and this is a pseudo buy-sell and serves the same purpose, but only for your death or sudden disability. A complete kit will be distributed.
Major Topics
- Sample agreement and payment arrangement
- Who to do it with
- Why there are no restrictions on you whatsoever
- Information that needs to be assembled
- How to Include your spouse or partner in the process
- Sample notification letters to clients should the plan be put into effect
- How to be the firm that takes over
- 8 costly problems that are avoided for the family with a practice continuation agreement
- Costs of executing the plan
