Bell Investment Advisors, a Bay Area registered investment advisory firm, today announced they are now offering the public a free white paper, "Business Succession Planning: A Short Course." Bell Investment Advisors regularly offers free white papers and webinars as part of an ongoing educational series.
This recent white paper outlines the key factors a business owner must consider when planning to pass on the business. The paper examines the important steps of succession planning that must be completed to keep the business intact, functioning and profitable under the next generation of ownership and management.
The paper is written by John M. Latta, MBA, CPA of Orion Advisory Group, LLC, and long-time business consultant to Bell Investment Advisors. The author reviews essential concepts and issues such as "institutional independence" and familial complications, and presents vital strategies for business survival. In straightforward terms, Latta addresses common considerations for business succession planning and includes practical guidelines for successful transitioning.
"A frequent challenge is that the company is so identified with the founder that it loses its identity in the minds of customers and perhaps even employees once that founder is no longer involved," said Latta. "Owners must plan to ensure their business is capable of thriving under new ownership and management."
To access the free white paper, visit http://www.bellinvest.com/resource-center/white-papers/business-succession-planning.
An archive of additional resources and white papers offered by Bell's financial advisors and occasional guest writers can be found at http://www.bellinvest.com/resource-center/white-papers. Subjects include information related to business, wealth management, as well as career coaching.
Through Investment Management, Financial Planning, and Career & Life Coaching, Bell Investment Advisors (http://www.bellinvest.com/) helps people build positive momentum for a good life. Established in 1991, the firm has offices in Oakland and Santa Rosa, California.
This recent white paper outlines the key factors a business owner must consider when planning to pass on the business. The paper examines the important steps of succession planning that must be completed to keep the business intact, functioning and profitable under the next generation of ownership and management.
The paper is written by John M. Latta, MBA, CPA of Orion Advisory Group, LLC, and long-time business consultant to Bell Investment Advisors. The author reviews essential concepts and issues such as "institutional independence" and familial complications, and presents vital strategies for business survival. In straightforward terms, Latta addresses common considerations for business succession planning and includes practical guidelines for successful transitioning.
"A frequent challenge is that the company is so identified with the founder that it loses its identity in the minds of customers and perhaps even employees once that founder is no longer involved," said Latta. "Owners must plan to ensure their business is capable of thriving under new ownership and management."
To access the free white paper, visit http://www.bellinvest.com/resource-center/white-papers/business-succession-planning.
An archive of additional resources and white papers offered by Bell's financial advisors and occasional guest writers can be found at http://www.bellinvest.com/resource-center/white-papers. Subjects include information related to business, wealth management, as well as career coaching.
Through Investment Management, Financial Planning, and Career & Life Coaching, Bell Investment Advisors (http://www.bellinvest.com/) helps people build positive momentum for a good life. Established in 1991, the firm has offices in Oakland and Santa Rosa, California.
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