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An all-in-one advisor for your business

Insights to help you make the most of your family business throughout every stage of its lifecycle

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You need a plan to ensure your business continues to create value. Here are insights you might find useful.

  • Family focus: The non-technical or family component of succession

    The best succession plans focus on the non-technical component such as family communication, family values, family dynamics and family expectations.

  • Looking beyond tax — planning for the use and ownership of the family vacation property

    Owning and managing a family vacation property between generations requires you to consider more than just the tax questions.

  • Succeeding at Family Business Succession Planning

    Communication, governance, grooming and fair vs. equal are important principals to keep in mind when developing a succession plan.

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Is your succession planning on the right track? Find out with our ExitSMART™ assessment tool.