Wait! That's Not What I Wanted to Happen With My Business!

July 2009
Journal of Financial Planning;Jul2009 Solutions, p11
Academic Journal
The article presents an example of a mishandled business ownership transition in the U.S. It focuses on how an ownership transition went terribly wrong between two long-time friends and owners of financial planning business New Vista Financial Services. It also analyzes the aspects that made the ownership transition failed, as well as the friendship to ruin. In addition, it accounts the lessons displayed on the given situation regarding the management of ownership transition.


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