Business Succession Planning Roadmap: A Planner’s Ten-Step Guide

Family-run enterprises make up a significant portion of businesses within the United States. Because it is clear that many of these business-owners will be looking to plan their exit from the companies they have established, it is important that planners prepare for their role in the succession planning process. We’ve compiled a list of ten steps planners should adopt as their standard approach to attaining the perfect balance between pleasing the family and protecting the business.