Your Financial Legacy

How to set up your goals for success in the creation of a fair and equitable Family Business Legacy Plan!


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In order to set up your goals for success you need to have a clear vision and mission for the business planning and continued success of your company. The business owner has to reflect on the past, look at the present and visualize the future. Your business vision and mission will be a road map for the company management, employees, and stakeholders to actively participate and execute the business succession plan. If you anticipate transferring your business to family members or employees, or if you are considering a sale of your business, it's best to start planning for the transition sooner rather than later. Request your complimentary consultation by clicking on the following link:   https://financiallegacy.live/   

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Your Financial LegacyBy Maria L Ellis