Reading Time: 5 minutesSuccession planning is a critical milestone for business owners and senior managers as they end their careers. The most enduring impact of a leader is the legacy he or she leaves behind. Creating a long-term legacy after succession means shifting Read more…
Tag: exit planning
Reading Time: 4 minutesWealth Managers play a key role in the exit planning process by offering critical financial advice and strategic planning expertise to ensure a smooth, financially sound retirement plan for business owners. According to Complete Financial Wealth’s CEO, Bob Weissbein, CWS Read more…