seven keys to a complete succession plan
your client probably hasn’t considered them all.
by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor
clients who own businesses should have a plan of succession.
one plan should be for when and how they will retire, and another for if they should die while they are in full control of the business. things happen and will happen and can be devastating to the family – financially and emotionally.
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helping a client develop a succession plan can be a valuable good deed for the family as well as providing a great feeling of comfort for the business owner. advising on how to transfer stock to successors or the next generation always represents additional services.
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