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What are the specific planning items for business owners, and why is it essential to have a plan? This might include a shareholder agreement to address the 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 critical.
Our partners at Advisors with Purpose are hosting a FREE webinar to help you better understand the options and processes.