BKLM · Owner succession and sale decisions
Put the ownership decisions in order.
Whether you are thinking about an internal successor, an outside partner or an eventual sale, start with the role you want, the people involved and the decisions still open.
Use a 30-minute discovery call to clarify the ownership question, identify gaps and agree a next step. A discovery discussion is not a valuation or a buyer offer.
Try the Practice Value Explorer — start with an example, with no email required.
Use the decision worksheet below
No decision to move or sell is required to begin.
Request an ownership review
Name, reply email and permission to respond are all you need.
Enable JavaScript to use this form, or email BKLM.
Your request is received.
BKLM will follow up by email. You can also choose a 30-minute discovery call.
Reference:
Choose a call timeDecision worksheet · available without a form
Before a succession or sale discussion
Use this page to organize your own questions. It is a conversation aid, not a valuation, transaction recommendation or legal plan. No client or confidential business details are needed.
- What would you want your role in the practice to become?
Continue leading, reduce some responsibilities, or eventually step away. Timing can remain undecided. - Who would cover key relationships and decisions if you were unavailable?
Record what has been agreed and what still depends on an assumption. - Which route deserves a closer look?
Internal succession, an outside partner, an eventual sale, or more preparation before choosing. - What would need to work for your clients, team and fellow owners?
Identify the priorities that should shape a discussion before comparing terms. - What must be clarified before you evaluate a structure or proposal?
Responsibility, timing, successor capacity, operating information or the right specialist input.
What happens next?
Your request is saved in BKLM’s CRM for follow-up. The team will use your contact details to respond about the question you selected. You can begin by email or use the existing 30-minute discovery call.
Before sharing sensitive information or agreeing to further work, ask the team about scope, information sharing and any fees or compensation that may apply.
Submitting this request does not commit you to a firm change, a transaction or a newsletter subscription. An initial ownership discussion is not a valuation or a buyer offer.