Michael Beals & Will Sanford have recently authored an article in Family Business Magazine, “Family Business Succession – Overcoming Challenges to a Successful Transition of Wealth and Business.”

Michael Beals & Will Sanford have recently authored an article in Family Business Magazine, “Family Business Succession – Overcoming Challenges to a Successful Transition of Wealth and Business.” This article will explore the must-know information regarding business succession including “several legal, tax and family psychology challenges to a successful transition, and also outlines what we consider to be the “Five Keys” to succession planning: What’s the Plan, Who’s the Boss? Protect the Equity, To Buy-Sell or Not to Buy-Sell, and Trust Your Plan.” Learn more here.