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Succeeding at Succession

Succeeding at Succession

February 14, 2023


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