"Succession planning" - how many times have you seen these words lately? Everyone, me included, wants to sell you their services for strategy, tax planning, brokerage, finance, whatever. Bemused and confused? Then let’s step back and think about a few critical things. You might even take a piece of paper and get some thoughts down.
First, be realistic. There will be hard truths to face. There will be more work and frustration than you think. This article is not comprehensive and your circumstances will drive the process. Make a start now and calmly work through it.
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