August 01, 2016 EXP

The Art of Client Succession Planning: Where and When to Begin

By Stephanie Hood

The best-laid succession plans require careful thought and attention to detail. Here’s a road map to help you navigate the best route for you, your firm, and your clients.

Much has been written about retirement planning. But one wise retiring partner said that since he’d never retired before, he had no idea if he was planning for it correctly.

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