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| Business Succession Planning |
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- Assistance with long-range planning for your business related to future ownership and transition to the next generation or key employees.
- Buy-sell design and planning for partners.
- Wealth accumulation guidance to build assets in addition to your business.
- Coordination with tax and legal advisors to evaluate transition decisions as retirement approaches.
- Benefit designs for retention of key employees.
- Coordination of business transition documents with owner's estate plans.
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