Each one is short, built from what I did in my own practice and what I work through with owners now. Tell me where to send it and it arrives by email.
How many of your top 20 client relationships have had a meeting run from start to finish by someone other than you? For many of the owners I speak with, the answer is zero.
The four steps I use to get clients trusting a team member:
Plus the three-business-day test and the top-20 worksheet to start with.
Wanting to take over a book is common. Being ready for the clients who come with it is another matter. 12 questions on whether your practice can carry another book, what you know about the seller's households and how they fit, what the seller will do, and the handoff plan. You score it yourself, and each of the three results ends with what I'd change first.
What would someone actually be taking over if they bought your practice? Thinking about selling, even if that's still years away, this is where to start: 30 questions covering recurring revenue, client relationships, team responsibilities, documented processes and how much still depends on you, each marked Yes, Partly or Not yet. Informed by my experience selling my own practice, with no promise of a particular multiple.