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family business

Ep29: Finding Balance in Family Business

Managing a family business creates unique dynamics amongst family members and co-workers. At the end of the day, family and business can become blended, which could create conflict or miscommunication. Today, we’re joined by Dr. Cecil Bergen, a marriage and family counselor that specializes in family business relationships. Dr. Bergen shares with Chuck & Brittany …

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Planning Ahead – Designing Your Succession Plan

Before you start, choose your destination Article #2 in the Succession Planning series By Toby Kaye, CPA/ABV | Manager, Tax I had discussed in the initial article about listing your desired exit outcomes in priority order during the planning phase. Any additional time spent on this phase clarifying your goals will pay dividends throughout the …

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