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THE JOURNEY OF LIFE<br />

Have a<br />

family<br />

Start a<br />

business<br />

Invest<br />

in the<br />

business<br />

Grow the<br />

business &<br />

wealth<br />

Design<br />

<strong>transition</strong> &<br />

estate plans<br />

GENERATION 1<br />

MAKE SUCCESSION A SUCCESS<br />

If you have invested a serious portion of your energy, time and life into<br />

building and nurturing your business, the choices you make relating<br />

to who to work with on the last phase of your succession journey can<br />

make a significant difference.<br />

This guide details the specific key issues and challenges that can<br />

increase your final sale price and terms by several million dollars.<br />

As you begin the journey towards retirement, it is essential to plan a<br />

head for the best options for all owners and shareholders.<br />

“<br />

Selling a business is a marathon not<br />

a sprint. A journey that takes careful<br />

preparation and <strong>planning</strong>.<br />

“<br />

“Nowadays people know the price of everything and the value of nothing.”<br />

- Oscar Wilde<br />

2<br />

TRANSITION PLANNING GUIDE

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