COMMUNITY DRIVEN SUCCESSION
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Workshop Resources

Participants will have access to ongoing and up-to-date information, resources, and templates on the three types of business transitions: family, employee share ownership programs, and third party sales.
Please feel free to print these off and give them to your clients or use them in your own workshops. If you are looking for something in particular that is not in the folder, please send us a note as we may have it on file.
Dana@SuccessionMatching.com
Resource Folder
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  • Home
  • Community Partners
  • Webinars
  • Workshops
  • Not-For-Profits
  • Calendar
  • Contact Us
  • FDI