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Ep 406: Exiting To A Perpetual Purpose Trust To Facilitate Internal Leadership Succession Without Indebting G2 Advisors with Michael Kramer

Financial Advisor Success

CHAPTER

Navigating Business Succession Finance

This chapter explores the intricacies of financial structures in business succession planning, focusing on the interplay between earn-outs and debt financing. It highlights the importance of modeling financial projections, setting parameters for payouts, and managing expectations among owners during business exits.

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