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Planning towards a smooth transition: Eight steps for a business transition
February 22, 2019 /
As a business owner, you’ve worked hard to build your business. But what about the day when you might want to walk away from it all? Business transition planning is perhaps one of the most complex tasks a business owner will encounter. Many owners have a substantial portion of their family wealth invested in the business, a complexity that requires broader financial planning strategies to address retirement and estate planning needs.
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Posted in: Funding and Building your Business