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Preparing for Transfers, Avoiding Remorse, and Maximizing Clients' Greatest Asset

Speaker: Nerre Shuriah, First Citizens


For most business owners, the business is their greatest asset...and the primary source of their wealth. Unfortunately, too many owners experience post-exit remorse either because they weren't personally prepared to leave the business or they felt they left money on the table.

Nerre Shuriah shares how to help business owners analyze the current state of their business, provide recommendations to help maximize their value, and determine the best next steps to ensure their legacy.

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