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Succession Planning

Developing your succession plan is a process that requires you to make many decisions, some of them complex. The earlier you start this process, the more successful it will be. The three modules in this course will help you think about your exit strategy, initiate the process of valuing your business, and discover how to get the most for your business when the time comes. As you go through the course, you will be reminded to take advantage of the expertise available to you through advisors, such as accountants, lawyers, bankers and succession planning specialists, who can bring a valuable objective perspective to the planning process.

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