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When should we start succession planning?

The ideal time is years before the handover comes onto the agenda; tax advantages and a gradual transfer of authority take time. Planning done during the founder’s lifetime eliminates the r…

Updated · July 20261 min readCategory · Focus Areas
Short answer

The ideal time is years before the handover comes onto the agenda; tax advantages and a gradual transfer of authority take time. Planning done during the founder’s lifetime eliminates the risks of the forced division that comes with inheritance.

The ideal time is years before the handover comes onto the agenda; tax advantages and a gradual transfer of authority take time. Planning done during the founder’s lifetime eliminates the risks of the forced division that comes with inheritance.

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This content is for general information only and does not constitute legal advice. Please contact our team for an assessment of your specific circumstances.
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