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Exit and Succession Plans

We are smart enough and educated enough to know we should have a succession plan yet many of us are still to begin.  This leaves a mystery: If we are so smart and well informed, why don’t we have a succession plan completed and ready? 


Stanford Professors, Pfeffer and Sutton, asked why, despite so much knowing, there is so little doing in their book: “The Knowing-Doing Gap” (HBSP 2000).  Their findings are highly relevant.


We have read that book and we can help you turn knowledge into action

Services include:
  • Financial Understanding

  • Exit Options and Strategies

  • Succession plans

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