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Transitioning Ownership: 3 Strategies, Part 2

Even though the ownership and management succession will not take place until the owner’s death, this is still a planned succession strategy. Therefore, the owner must decide who will acquire the ownership interest and how it will be transferred.

Transitioning Ownership: 3 Strategies, Part 1

The optimal succession plan usually combines a lifetime transfer of both ownership and management of the business to the owner’s successor(s) with a contingency plan that becomes effective if the owner prematurely dies or becomes disabled.