Seasoned Professionals
SUCCESSION PLANNING:
IT’S NEVER TOO EARLY TO GET STARTED

Early planning and careful consideration are keys to implementing a successful strategy for
transitioning your business to the next generation of leadership.

Imagine Jane Smith is 60 years old. She owns ABC Company, which she started 30 years ago. Now, she would like to reduce her hours in the business. She has even begun to contemplate retirement. Jane has three children. One is active in the business, while two are employed elsewhere. Jane would like to keep the business in the family, if possible, while ensuring a secure retirement for herself. She wants to treat all of her children fairly in her estate plan.

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