Kristofer Gray, CFP, Leif Johnson, Lisa Forrest, and a team of panelists—including DWT partner Keith Baldwin and associate Matt Loftin—examined many of the common challenges affecting business owners on the subject of succession and estate planning for business owners. They reviewed the landscape of options and described how to develop a thoughtful process to address all issues surrounding the most important phase of your business life – the phase where you cannot afford to make any mistakes.
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