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08/11/2014

Succession Planning: How to Get Started

By Ryan Barradas

Here is the fourth in a series of articles provided by Wealth Point, a presenter at our upcoming FPDA-ISD Summit in September. In order for you to confidently move forward with big decisions in a manner you haven’t previously, you need an approach that invites three key dynamics into the room: your entrepreneurial spirit, the relational factors unique to closely-held or family business and the technical aspects of sound planning. You have to get to that point of instinctual clarity about how you’d like your story to play out from here forward.

Read: Succession Planning - How to Get Started

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