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A recent study revealed that only about 28 percent of family businesses have developed a succession plan. Here are a few tips for family-owned businesses to ponder when considering selling the business: You may have to consider a lower price if maintaining jobs for family members is...

Anthony J. Citrolo, CPA/CMAA/CBI presented a comprehensive analysis of the benefits derived by CPA’s when considering introducing Exit Planning & Succession concepts to their clients.   The discussion focused on the core steps involved in the Exit Planning process, how to present these concepts to clients,...

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