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Firm practice management

About this topic

Managing and addressing the needs of your clients and firm requires a broad range of competencies. These learning resources are designed to help you understand the knowledge and skills necessary to support the management of and manage a firm practice.

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Succession Readiness Assessment

This resource will help (1) ascertain if your firm has the talent for internal succession, (2) create a succession team, (3) alternatives if internal succession is not...

Article Succession planning Intermediate

Practice Continuation Agreements: A Practice Survival Kit

A practice continuation agreement is a practice's survival kit. This resource provides access to a wealth of information.

Article Succession planning Intermediate

Invigorate the Focus on Quality Toolkit

This toolkit contains resources to help invigorate the focus on quality in your practice

Tool Firm operations Foundational
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