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Category: Succession Planning

Business Succession Planning

Business owners who fail to engage in business succession could find themselves in a dire situation if emergencies arise. This strategy is especially important to sole proprietors and small business owners because it authorizes a person to take control and keep the company afloat. Setting up a business succession plan isn’t difficult, but does necessitate […]

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Strategic Planning

People who engage in strategic planning put together a portfolio of services that protect assets and transfer wealth at the end of life. Taking time to plan ahead can reduce estate taxes and ensure heirs receive inheritance without having to endure probate. If you’re like most, you feel overwhelmed by the task of strategic income […]

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Succession Planning

Every business owner should engage in succession planning and prepare for the future of their company. This strategy is needed to identify key personnel who will take over at a later time and ensure the company continues to grow when senior management retires or moves on. Owners who engage in succession planning have a much […]

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