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    • Restaurant and Retail
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  • About Us
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    • Blog
    • Succession Planning Guide
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Succession Planning Guide and Worksheets


Build a succession plan that enables a smooth transition from leader to legacy.

Whether you are planning to leave your business to your children or groom your successor from internal talent, succession planning is one of the most important tasks for any business owner. Download Anatomy of a Succession Plan to learn what components make up a succession plan and discover where you are in the process.  Your free download also includes the Succession Planning Scorecard and the Business Succession Planner Worksheet to identify the next steps to put your plan into action.


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248.952.0200

248.952.0290

1301 West Long Lake Road
Suite 200
Troy, MI 48098

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