Data Gathering For Best Results In Business Exit Planning (Podcast)

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Duggan Bertsch

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Duggan Bertsch is a team of experienced attorneys with extensive backgrounds in business, estate planning, litigation, and tax. We focus on relationships and view ourselves as strategic partners with our clients. We live by our core values of people, excellence, service, community, innovation, wellness, accountability, industry forefront, diversity, and integrity.
According to today's guest, preparing for a business exit should start the day you start the business.
United States Corporate/Commercial Law
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According to today's guest, preparing for a business exit should start the day you start the business. Tune in to this episode when our host, Mary Vandenack, a legal expert specializing in high-end estate planning, tax strategy, asset protection planning, and business exits, and Rob Wellendorf, President of Execso, give listeners insight into the essential data needed for successful business exit planning. While financial data is important, organizational data, market and industry data, legal and regulatory data, and more are equally important. Listen in to ensure you're well-prepared for a smooth transition into the next phase of your life.

The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought about your specific circumstances.

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