Planning Your Succession

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Business Insights®

Learn how private companies fared through the recession of the past year, and what they are doing to position themselves for success in the future.

Succession should be a process, not an event. But the choices can be daunting. The decisions you make will affect the future of your business, customers, employees and – most importantly – your family.

Whether your goal is to keep the company in the family, sell it to management or an employee, or sell it to a third party, it is important to consider your options and develop a succession plan. Without a plan, you may risk the future of the business that you have worked so hard to build. You could also miss significant tax planning opportunities or unknowingly pass on tax liabilities to the next generation.

We can help you develop a clear plan for the future in all areas of business including strategy, communication, ownership, management and family.

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