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Understand your business-owning clients

By September 5, 2017September 29th, 2019No Comments

Does your business have a succession plan? It’s important to create a plan for what happens to your business after you retire, or in case of an accident.

Understand your business-owning clients | Advisor

When business owners fail to create succession plans, that’s a major concern So much of our economy depends on the viability and growth of businesses across the country or, in other words, on business owners making sure they have succession plans in place, says Sean Foran, managing director of Business Transition Planning with CIBC Wealth Management.

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