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August 2018

For many business owners, the majority of their net worth sits in the value of their business, and for many there is no concrete exit strategy. It is common for business owners to view their business primarily as an income source (perhaps for family members as well as themselves), a job, or an “ATM,” rather than what it really is: an investment, and probably their most valuable asset. The same business owners may spend time managing their investment portfolios and/or...