The future sustainability of your business depends on a solid succession plan – one that answers such questions as, “How will I transition my business?” “Who will take over?” “What happens if I lose one of my key executives?” “Should I arrange to sell my business?” Whether you are an executive or a closely-held business owner, we will work with you and your financial team to ensure the smooth succession of your firm.
Provided in conjunction with Lincoln Financial Advisors’ Business Intelligence Institute, our succession planning includes:
Some further resources regarding our BII affiliation:
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Business Intelligence Institute Brochure