The Digest – August 2022
While business owners are focused on day-to-day operations and growing their businesses, they often overlook important elements of future planning. Surveys of business owners show only slightly over 50% have a succession plan in place, and many of those are unfunded. Help your client protect the future of their business by implementing a transition strategy that includes a properly funded buy-sell agreement.
See this month’s edition of The Digest for the tools and resources to help get you started on a plan that will work for your client.