02:07
Rob Wellendorf: The Authentic Rob
02:35
Business Exit Planning
02:55
Why Business Succession Planning is Important
01:04
An Introduction to Execso From Your Financial or Legal Professional
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About
Business succession and exit planning should harmonize a business owners goals for wealth preservation, family involvement, philanthropy and legacy. That requires a coordination and collaboration between several financial and legal professionals such as estate attorneys, commercial bankers, financial planners, commercial insurance brokers and more. We provide the guidance to make sure that happens and the contribution of all the professional involved in an exit plan maximize their expertise and help business owners realize their vision.
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