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Avantax Planning Video: Exit Strategy

Avantax Planning Video: Exit Strategy

March 29, 2022

Selling a business is a very personal decision. It can be difficult and overwhelming to know where to start when considering your future, your partners, your family, your employees and team, and your customers or clients.

View this month’s planning video as host Davin Carey, Financial Planning Consultant and Regional Vice President for Avantax, provides an update and discusses the following topics related to Exit Strategy for business owners:

  • Terms and Structure
  • Taxes
  • Planning
  • Emotions
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