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Exit Planning Myths

Myth: "My CPA will tell me when it is time to start planning for my business transition." (Replace CPA with "attorney," "financial planner," or "insurance professional" and the myth remains intact.) Fact: Your [...]

Planning for Departing Owners

Many business owners find that transferring management responsibility is an important issue for them to address when they are thinking about leaving their business. However, many tend to overlook this [...]