Succession planning should be a part of your overall business plan and your personal financial plan.
As a business owner, you’ve invested a lot of time and effort to build your business according to a disciplined plan. The idea of succession planning - whether it's in a few years or a few decades - takes much forethought. Get ahead of the game and start our personal financial planning today!
Download this white paper to learn:
- The pros and cons of your potential business successors.
- Business transfer strategies, such as deferred compensation and employee stock ownership plans, that suit your goals and tax needs.
- How to manage risk while succession planning in order to protect your interests.
Plus, find out more about choosing a business valuation method that best suits your overall goals. Start planning for a successful transfer of your business to its next owner.
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