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Category Archives: Succession Planning Advice

A Small Business Succession Plan Needs a Quarterback

Succession planning is a huge multi-year process. Even at the small business level there is a number of 'players' involved: -          The insurance agent looks at the insurance need. They think more insurance is better. -          The banker wants security from everyone involved - the retiring shareholders and the new level ... Continue reading

Succession Planning – The Most Important Advice

In doing succession and estate planning, it is important to work through various scenarios and timing of life events and plan for each of them. Sometimes we make assumptions about certain events that don’t turn out to be true. Succession planning tip:Count the living people as living! One example is three brothers who came to see me for busines... Continue reading