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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, 2025


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 7, 2025


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, 2025
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