Having an exit strategy and your estate plan in order is a great first step to succession planning. However, your business’ future success is dependent upon addressing issues from 10 different perspectives. Estate planning and exit strategy only represent a subset of one of the ten perspectives, Personal Financial Planning. Without looking at your business and succession plan from each of the 10 perspectives, you could be leaving potential land mines uncovered. You also may not be capitalizing on missed-opportunities, therefore you may be putting your business and any established estate or exit planning at jeopardy.
2019-06-28T12:41:20-05:00By Kendall Rawls|