protect your clients’ assets

digital visualization of a blue alarm clockget the plans locked down.

by anthony glomski

let’s look at ways to help your clients minimize taxes when they sell their business, to avoid leaving money on the table and to reduce concentration risk.

more on liquidity:even entrepreneurs must diversify|when clients cash out: four smart financial moves
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here we’ll take a closer look at two common missteps that business owners and their advisors make during the exit process – and how to avoid them.