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Succeeding at Succession

Succeeding at Succession

February 14, 2023

Friends, 

Last week we reviewed common pitfalls owners make when selling their company. But, what if you don’t want to sell to a third party in order to keep it in the family? Creating a formal succession plan is just as important and complex as an exit to an outside buyer. Find the high-level template for a great succession in the article below. 

If your succession plan needs an update or is non-existent, give us a call.

 

Succeeding at Business Succession

 

Matt and Andrew