7 Documents Business Owners Need Now


SuccessionEvery year we are fortunate to meet a lot of new business owners who need help in preparing blueprints to protect their net worth, their closely held businesses and their families. Many of these owners do not have the right legal documents to protect their businesses.

This article is a brief review of seven documents that most owners need. I will just touch upon each one briefly here, so if you want more detail about any of these items please contact me.

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