For business owners, succession planning is about more than deciding who will take over the business.

A successful transition requires thoughtful coordination of estate planning, tax strategy, governance, financial planning, and family dynamics.

In her recent article published in the Wealth Strategies Journal, Katherine M. Sheehan, J.D., AEP®, ATFA, Managing Director and Wealth Strategist, explores the key considerations for planning a successful business transition.

Read Katie’s full article here.