Business Succession Planning: ESSENTIAL Estate Planning Tips

It’s tragic how the most savvy businesspeople—whether professionals or entrepreneurs—often fail to create a viable succession plan. You really need to plan over a five-year horizon to ensure that you derive maximum value during your retirement—and ensure your business continues to thrive. Lonnie Martin, chair of Vistage International, joins Jim Cunningham to discuss tax, estate planning, liability issues, and more. How do inside sales, outside sales, and “squeezers” play out? When is it best to simply close the doors?

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