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Many Advisors focus on developing relationships with business owners as they are a natural fit and considered ideal clients. In fact, these clients are not unlike you, they have a similar mindset, are entrepreneurial and devoted to the enterprise value of their business.
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Charting Your Succession
2021-12-14 • 20 second read

Consider demographic forces. How many people in your sector are five years or less from an exit and have no continuity or succession plan? How many businesses are looking for options as unexpected market forces come into play? This week’s article discusses the importance of incorporating succession planning into your process and the benefits it can have on both you and your clients....

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