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Will Sutherland, CEO and President of Three Pillars Wealth Management, emphasizes the importance of planning for business owners who have sold their company for a significant amount. He believes that proper planning is essential to ensure that as much of the windfall stays with the owner as possible.
By Dan Paulson and Richard VeltreWill Sutherland, CEO and President of Three Pillars Wealth Management, emphasizes the importance of planning for business owners who have sold their company for a significant amount. He believes that proper planning is essential to ensure that as much of the windfall stays with the owner as possible.