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7 Ways to Help Business-Owner Clients at Year-End
By
Jason Early
Expert Opinion December 18, 2024 at 06:17 PM
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What You Need To Know
- Business owners who plan ahead can better align their business and personal goals.
- Conversations include whether the proceeds from a business exit will be sufficient for a client’s long-term needs
- Diversification can add a layer of protection against market volatility or economic underperformance,
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