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Planning for your own exit from the business can be a difficult and sensitive matter, often ignored but crucial to the future success of the company. The death of the advisor will have a serious impact, one of the greatest being the loss of specialist experience, market knowledge and key relationships which can be extremely tricky to replicate, particularly in the short term.
Planning also helps to alleviate the pressure from your survivors, who typically know very little about your business. Working with Win Succession Inc. ensures a smooth transition for your clients and that your family gets fair value for your business.