You want to leave your business on your terms and achieve the outcomes you desire, which is why succession planning shouldn’t be delayed. A formal exit strategy ensures your wishes are followed, whether that be family transfer, sale, employee buyout or another path.
Retirement planning and estate planning go hand in hand. A solid retirement plan plan lays the foundation for a sound estate plan. But if you’re… Read More »Retirement planning: How ‘life’ gets in the way and how to overcome the obstacles