Category

Business Succession Planning

A&I Financial Services

After years of building your business, are you ready to let go—mentally, emotionally, and financially? If you’re a business owner considering an exit, this guide helps you align your values, emotions, and financial goals as you transition to the next chapter. Preparing for the Emotions of Selling Your Business Selling your business is one of...
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The Psychological Side of Business Succession: It’s About More Than Letting Go What are the emotional challenges of selling a business? The decision to sell a business is perhaps the largest decision an owner will make over the course of a lifetime, and it is rife with psychological change. Take Susan, for example. She is...
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Family Business Succession: How to Pass the Torch Without Burning Bridges
Question: How do I sell my business to a family member without hurting relationships? As business owners approach retirement, many hope to transition their company to a family member or trusted employee. While this may seem straightforward, the reality—echoed by pop culture like Succession or even King Lear—can be anything but simple. From power struggles...
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