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How to Pass Down a Family Business Without the Drama
Handing off a family business isn’t just a financial decision—it’s an emotional one. Learn how to transfer leadership and ownership across generations without damaging relationships or the business itself.

Dave Cottrell, CPA
May 9


Planning for Retirement Without Leaving Chaos Behind
Thinking of retiring from your business? Start early. Learn how to plan a smooth exit, develop a successor, and ensure continuity—without stress, confusion, or surprises.

Dave Cottrell, CPA
Apr 8


Why Every Business—Even Small Ones—Needs a Succession Plan
Succession planning isn’t just for big corporations or retirement-age owners. Every business—no matter the size—needs a plan for what...

Dave Cottrell, CPA
Jan 8
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