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Business Owners Need to Get Succession Plans in Place: Survey
Lorie Konish
How many business owners have worked with an advisor to put a firm succession plan in place? Not many, but most are still confident their businesses will continue to be successful once after they retire, according to a Merrill survey.
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- Yes, to Another Wirehouse or Regional Firm.
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14%
- Yes, Considering Independence.
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14%
- No.
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71%





















