This article is third in a series of exemplary cases under the two current section editors. The first two cases (Brandon, Smith, Trenholm, & Devaney, 2010; Smith, Brandon, Lawton, & Krohn-Ching, 2010) profiled evaluations that had been designated as exemplary by professional associations. The present case profiles an evaluation organization:…

Determining what will occur with a consulting practice becomes a more pressing concern as an evaluator approaches the age of retirement. Typically independent consultants do not have the pension planning services readily available to evaluators in academic settings, governmental agencies, or large corporations. Without prompts such as automatic…