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DTSTAMP:20260630T122438Z
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SUMMARY: Practical Tips to Business Succession Planning
DESCRIPTION: First\, this presentation delivers practical\, actionable guidance on the five critical factors that determine a business's salability: building documented systems that can operate without the owner\, strategically transferring key relationships\, identifying and retaining the right people\, thoughtfully structuring the seller's ongoing role post-transition\, and preserving the core values and purpose that define the business's identity and culture\n \nSecond\, the presentation will touch on the key steps of a successful acquisition — from business valuation and identifying the right buyer\, to due diligence\, deal structuring\, and ultimately the documents to expect at closing — equipping advisors with a practical roadmap to navigate the process with confidence and clarity.\n  
CLASS:PUBLIC
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