SUCCESSION PLANNING

According to a recent study, over 70% of companies will not survive its 2nd generation ownership and over 90% will not make it to a 3rd generation.

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Having a thorough succession plan allows you to protect your legacy, maintain  community/charitable connections, build future value in your company and allows you to create financial stability for you, your family and your stakeholders.

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I will provide an in-depth analysis of all financial aspects that will put you in the best possible position for a stress free transition to succeeding family members and future owners.