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Business transition planning: Goals defined

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What will it take to transition your business on your terms?

Bryan Koepp, Wealth Planning executive with Regions Private Wealth, walks you through the who, when and what of a business transition planning roadmap. He explains the benefits of having an open mind about the transition in ownership, as well as a flexible timeline. Through proactive planning, business owners can maximize this opportunity as they transition to a new phase of life.

Need a sounding board for your own business exit plan? Connect with a Regions Wealth Advisor to set up a consultation or help organize your wealth planning needs via this Wealth Management Guide.

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