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Taking Control of Employee Transition

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What do you do now? Your municipality’s valued employee: business manager, treasurer, department head, whatever the title may be, just gave their notice. There are two weeks, maybe a month, […]

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Three Key Questions to Start a Successful Cannabis Succession Plan

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Having a plan for leadership succession in any business is essential. For a cannabis owner, it is critical. But in the excitement of starting and growing your business, many cannabis […]

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Family Business Owners Must Weave Together Succession And Estate Planning

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It’s been estimated that there are roughly 5 million family-owned businesses in the United States. Annually, these companies make substantial contributions to both employment figures and the gross domestic product. […]

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How to Plan For Succession: Preserving, Protecting, and Passing on Wealth

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The decisions made regarding ownership of the family office or closely held business may not necessarily be the same decisions that are required for leadership and management. It’s critical to […]

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Valuing a Business in the COVID-19 Era

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On November 17, 2019 the earliest confirmed case of COVID-19 was made in China. At the time, the virus was not recognized as a new virus. On January 8, 2020 […]

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