12-Part Business Succession Guide
In our experience working with all kinds of business owners, the succession of the business is simultaneously one of the most important goals owners have and one of the least talked about aspects of running a business. This guidebook bridges the discussion of succession, long-term plans, and the possibility of family members or third parties eventually acquiring the business.
If the value of a dollar can be cut in half by tax, the value of a wholly tax-efficient investment and wealth plan can be remarkably high. This is the opportunity we create for our clients.
William L Bowman
CPA President, Wealth Manager
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