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Don't Make Big Technology Changes While Transitioning Your Firm

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Whenever you make big technology changes, a long runway (overall timeline) is a critical component in achieving success. This is especially true when you are expecting to transition your firm in the near future. Any type of succession event includes lots of variables and changes. Therefore, a stable technology platform and environment is important in order to better address all the other items. For example, the last thing you want to do is to train your staff on a technology product that you just purchased, while also beginning the process of considering merging your practice with another firm.