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Stratus Wealth Advisors' three-part series on succession planning wraps up with a discussion on succession planning journeys.
Sam Brownell, managing director of Stratus, and Robert Debs, vice president of Nation's Best Holdings, shed insights on pre-transition checklists, change of ownership best practices and event what to avoid when selling a company.
The webinar is moderated by HBSDealer's Ken Clark. Registration for the webcast for free. Sign up here to watch and learn.