Relationship Transfer Process
Systematically transfer client relationships
Structured process for transferring client relationships to a successor with progress tracking.
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The Problem This Solves
You've spent decades building client trust, but when you bring in a successor, those relationships still live in your head and your handshake. If clients don't transfer cleanly, your enterprise value walks out the door the day you do — and a botched ownership transition can knock years off what your practice is actually worth.
✦ You'll move each client relationship through a tracked transfer sequence, so by your exit date you can show which relationships have genuinely shifted to your successor and which still need work.
Tool Details
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