Collins Barrow Partners Grant Galbraith and Tracey Strauss provide their insights on broaching the topic of succession planning in the January 2013 issue of Advisor's Edge.
"It's time to sell your company," an article by John Lorinc, features guidance for advisors seeking to raise this challenging topic with clients. While an owner-operator may resist selling their business or passing it on to their adult children or a senior management team, persistence and an evidence-based approach that frame the impending transition as an opportunity often help.
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