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Complimentary CHECKLIST
Downsizing your client base: A 9-step transition checklist
Preparing to Retire or Step Back? Plan Your Client Transition with Confidence

If you’re making space for retirement, stepping back, or downsizing your client base, having a clear client transition plan is essential.

This downloadable checklist helps accounting and tax professionals set milestones, track progress, and manage client transitions thoughtfully. It’s also useful for those considering succession planning and looking to include a structured client offboarding strategy as part of that process.

By following a clear, step-by-step approach, you can help ensure continuity for your clients and protect the professional reputation you’ve worked hard to build.

Inside the checklist, you’ll learn how to:

  • Decide where and how to transition clients

  • Identify which clients align with your current goals

  • Communicate changes clearly and professionally

  • Obtain consent and set firm transition timelines

  • Facilitate introductions to new tax professionals

Whether you’re fully retiring or planning your next phase, this checklist helps ensure nothing important is overlooked.

Complete the form to download the checklist and start planning your client transition today.

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Are you planning on retiring or exiting within the next 6-24 Months?
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