What are the specific planning items for business owners and why is it important to have a plan?
This might include a shareholder agreement to address death, disability, dispute, divorce, or departure of a shareholder. It might include thinking through an exit plan ahead of time. Are there potential buyers of the shares or will the business be wound up on death or retirement?
A plan is key.
Our partners at Advisors with Purpose are hosting a webinar that will help you better understand the options and processes.
