Telecoaching – Business Planning

Will 2013 be your breakout year?  Your business plan is your roadmap to success.  It includes your reason for doing what you do and how you will accomplish it.  A business plan includes a vision, mission, goals, and key performance indicators.  Join one of our telecoaching groups and work with your peers to build a great business plan so that you can improve your practice and do a better job of blending your personal and business life. (Group size is limited to 4-6 participants.)

Succession Planning Webinars

Learn more about how to buy or sell a practice; participate in one of our webinars that will provide you with the information you need to prepare your practice for sale, or get your practice in shape in order to acquire one.  Hear from advisors who have either sold a practice or bought one.

Telecoaching –Staging Your Practice

Join a telecoaching group with other advisors to learn what you need to do to get ready to buy or sell a practice.  This program is loaded with practical ideas and information that you will need to be more attractive in this very competitive marketplace.  Learn how to stage and present your practice to a buyer or seller and find the perfect fit for your practice.  There are two types of groups: one for sellers and one for buyers.

Practice Management Consultation

What are some of the things that you need to do to make sure there is a smooth, efficient and effective transition of your business to someone else or a successful integration of a practice into your firm?   One-on-one coaching and consulting is available to help you with the specifics of your practice objectives.

The Succession Plan in Action

Whether you are buying or selling, Transition Brokers, Inc. can guide you through the process.  We can help you prepare your practice for sale or acquisition and we can help you locate buyers or sellers.


Every practice, whether selling, buying or just growing should know what their practice is worth so that they can create, add, track and improve the value of their practice.

Contact Ralph Steiner at 612.817.1939 or Ed Howat at 651.405.6644

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