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A portion of the value of a closely held business may be exempt from taxation.
When the head of a family business is near or beyond retirement, plan for succession for the good of the company.
To build a solid book of small-business owners, start by offering solutions to their most common problems.
Family firms outperform their non-family-owned competitors—but only so long as the founder is at the helm, says a recent Wharton publication.
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