Preparing the Owners

Posted on July 23, 2010

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Owners of an owner-managed business frequently do not prioritize planning and implement planning as a regularly scheduled activity. Moreover, they do not look at planning as a group activity.

Business Succession Planning

Chapter 2 of Business Succession Planning deals with the planning process and how it involves the owners of a business. Most importantly it deals with how the advisor must control the owner’s expectation of what the planning process will produce.

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Posted in: Owners