When a firm owner is considering selling or merging his firm to reach succession-planning goals, "the price isn’t what matters."
Bob Bilkie, President and CEO of Sigma Investment Counselors
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In Succession Planning Deals, Go Beyond Price Tag
Charles Paikert | Financial Planning, October 2013
Read the article online >Summary: This article talks about the many variables in the succession planning process. It includes succession planning insights from expert panels including "Understand your valuation", "Outsiders get mixed reviews", and "Culture matters."
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