succession planning

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Help Clients Develop a Comprehensive Succession Plan

It’s never easy to discuss the end of a client’s life, and it can be particularly difficult to navigate the topic of business succession planning.


Too Many Family Businesses Are Without a Succession Plan

The majority of family businesses in the U.S. do not have a proper business succession plan in place for senior roles, according to  a recent report from PricewaterhouseCoopers US Family Business Survey. In fact, 73 percent of family businesses found themselves without a documented succession plan – a trend financial professionals must help their clients combat.