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Business Succession Planning Journal

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All briefings1 on this pageUpdated Nov 5
Analysis

Why Business Succession Planning Matters for San Diego Owners

Running a business in San Diego means you have spent years building something that supports your family, your employees, and your community. But what happens when you decide to step away? Whether the plan is retirement, a career change, or an unexpected life event, the transition of ownership can be the most consequential financial moment of your life. That is where business succession planning comes into play. It is not just a legal document sitting in a drawer. It is a liv

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