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Bridging the Gap

Between industry news and personal experience.

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Key Legal Documents for Independent Business Owners to Review in Preparation for a Wealth Transfer or Business Succession

If not properly protected, the illiquid nature of a private business can cause headaches for the owner and their family. Therefore, we encourage all independent business owners to follow these three steps when it comes to key legal documents in order to protect their family’s net worth and their legacy in the community.

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