Reading Time: 4 minutesSuccession planning is essential to avoid disruptions and ensure business continuity during a business transfer. Accordingly, a comprehensive succession plan is a necessary part of every business owner’s exit. To help prepare a business for the business owner’s departure, certified Read more…
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…
Reading Time: 5 minutesBy Jim Talerico, At the beginning of 2020, roughly 90% of business owners stated that they either had a succession plan they weren’t happy with or that they have no succession plan at all. The Covid crisis has made Read more…
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