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Exit Planning Webinar | What’s Missing in the Typical Succession Plan?

Puzzle Piece Filling Gap

There are so many business owners who believe that their plans for the future are complete, or that it’s not yet time to plan because they are right in the middle of growing their business. What are they missing? Let’s talk about all the issues that can fall through the cracks and hidden landmines in the typical succession plan. As business advisors, it’s our job to find the hidden cracks in a clients’ existing plans and fill in the gaps in the plans we create for them.

There are obviously many factors involved with choosing a successor and mapping out an exit timeline. Elizabeth highlights the wide range of tools and resources BEI Advisors use to ensure their clients are considering their options and completing each step to leave the business on their terms.

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