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Financial planning insights and guidance

Preparing your business for sale: legal steps to take early

Five legal-preparation takeaways from our webcast with Wes Forgione, covering corporate records, ownership rights, key contracts and buyer discussions....

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M&A horror stories: the questions to raise before a client sells

Lessons from the M&A Club’s October 21 event give advisors practical questions about owner readiness, evidence behind earnings and the handover....

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