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Business Owners, Beware of the “Missing Middle”
For many family businesses, the lack of clear succession plans is the most significant challenge.
For many family businesses, the lack of clear succession plans is the most significant challenge.
Recently, a colleague and I sat down with a married couple who is on the cusp of making significant wealth transfer and philanthropic decisions that will impact their family for generations to come. Naturally, their first question was, “Where do we start?”
One seemingly small decision that no one thought would matter made a significant difference for the Bay Area team and its fans...
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