Transition-Retirement-Exit Conversation

If you're thinking about succession, retirement or an exit, this is a separate conversation focused on options, not software.

We can discus:

* Timeline+ Priorities

*Operational Stability + Firm Value

*Potential Paths (Succession, Partnership, Acqusition)

Firm Information

First Name *

Last Name *

Phone *

Email *

Firm Name (Legal Entity) *

Firm Address *

Website *

website

Firm Snapshot

Your Role *

Number of Employees *

2025 Gross Annual Revenues *

Expected Revenue Growth Over the Next 12-18 Months:

Current Systems

CRM *

Accounting & Tax Software *

Document Management Software *

Automation/ AI or Workflow Tools *

Top 3 Challenges Your Firm Faces

Biggest Challenge Your Firm Faces *

Second Biggest Challenge Your Firm Faces *

Third Biggest Challenge Your Firm Faces *

Exit Goals

What best describes your current thinking about your firm? *

What is your primary goal with a transition or exit? *

Ideally, how involved would you like to be after an exit transaction? *

Revenue Outlook Over the Next 2-3 years? *

Deal Structure Preferences

Which Exit Structures Are You Open To Discussing? (Check All That Apply) *

Time Horizon & Flexibility

If Seller Financing were used, how long would you be open to staying involved to support the successful transition? *

How Important is Tax Efficency in your Exit Strategy? *

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Design Partner seats are limited and allocated on a first-come, first-served basis.
If a firm steps away, the seat is offered to the next firm in line.