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The Best Gift You Can Give Your Family May Be in Your Filing Cabinet
By
Jeremy Holly
Commentary December 06, 2024 at 03:32 PM
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What You Need To Know
- What better way to show family, clients and staff you care than having a succession plan in place?
- Objectives include a desired timeline, financial considerations and whether a successor is internal or external.
- Potential buyers want to see sustainable growth, efficiency, and strong client and staff relationships.
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