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RESOURCES
Blogs. Videos. Books.
COVID-19 & The Path Forward
Podcast Episodes
Succession Blog
Other Tools and Resources
Dr. Merlot
Events
Bookstore
HOW WE WORK
A 360° Approach
A 360° Approach
The Succession Matrix®
3-Phase Process
Advisor Collaboration
Case Histories
FAQs
ABOUT US
Our Philosophy & Team
Company Directory
Orlando Succession Planning
Atlanta Succession Planning
Des Moines Succession Planning
Los Angeles Succession Planning
NEWSLETTER
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Kevin Bullis
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