Many resources come into play in the business succession planning process. Attorneys, accountants, insurance professionals, personal counselors and business consultants all have a particular area of expertise that shouldn't be overlooked. In the traditional model for business succession and estate planning the process is usually conducted by only one of these resource specialists — perhaps an attorney, accountant or insurance agent. Before you ever begin to address the substance of your concerns, your first role in the traditional model is determining: Is this the right person for this specialized task and my unique industry and business situation? - & - Are these the best recommendations and are they implemented fully and correctly?
The
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