The Important Role your Accountant Plays in your Transition Strategy

Business owners tend to cultivate strong relationships with their accountant. When a business owner makes the decision to transition leadership of their business, their accountant, or trusted advisor, has the unique opportunity to bring guidance and objectivity to an [...]

By |2019-03-25T13:32:15-04:00September 10th, 2018|Categories: Blog, Central Valley, Scott Anderson|Tags: , , |Comments Off on The Important Role your Accountant Plays in your Transition Strategy

Top 40 Succession Planning Tips

Top 40 Tips for Succession Planning Whether you’re a business owner planning for retirement or an individual planning for your family’s future, it’s important to have a good succession plan. Having a well-developed succession plan can help ensure your [...]

By |2018-01-30T13:40:18-05:00March 13th, 2017|Categories: Blog, Estate & Trust|Tags: , , |Comments Off on Top 40 Succession Planning Tips
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