The important role your accountant plays in your transition strategy


Business owners tend to cultivate strong relationships with their accountant. When a business owner makes the decision to transition leadership of their business, their accountant, or trusted advisor, has the unique opportunity to bring guidance and objectivity to an often-emotional process.

An advisor will encourage a healthy amount of communication and help deter escalation and emotional heartache during leadership transitions. They will bring creative solutions to financial decisions, help identify…

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