Succession

Beginning the succession discussion Fallback Image Decorative pattern

Industry

Beginning the succession discussion

After helping clients with their financial, estate and retirement planning, advisors often have a strong relationship with their clients. That puts us in a unique position to discuss succession planning with those clients who are also business owners. In many cases, we’ve already implemented plans or products to protect their assets and the value of […]

By David Wm. Brown |August 5, 2010

3 min read

Step-by-step selling Fallback Image Decorative pattern

Estate Planning

Step-by-step selling

It's in the advisor’s interest to provide assistance should an entrepreneur consider selling their business

By Mark Groulx |April 1, 2010

5 min read

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