It's Time for You To Leave

Saccacio, Jeff
August 2003
Advisor Today;Aug2003, Vol. 98 Issue 8, p50
Trade Publication
Discusses the importance of developing a workable exit strategy for owners of financial service firms. Possibility of selling the business to an insider or an outsider; Concerns over the debilitating impact of the estate tax brought by death and disability; Plan needed to dissolve a business upon leaving.


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