Capital Advisors Ltd’s Neil Waxman Discusses Succession Planning In Crain’s Cleveland Business
Crain’s Cleveland Business is Northeast Ohio's leading source of business news, analysis and commentary, and in it, Neil Waxman, CFP, provides his expert insight on one of the most important but little understood responsibilities of a business, succession planning.; Some worry about taxes, but Waxman says: “Other succession plan building blocks involve taxes, though owners shouldn't allow those costs to steer their strategies.” Waxman believes the planning is what is important.
succession-planning-plotting-the-next-step-and-beyond-for-your-business.pdf
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About the Writers
Zachary Abrams
Manager, Wealth Management & Portfolio Analysis
CFP®
Nathan Creviston
Manager, Wealth Management and Portfolio Analysis
CFP®, ChFC®, RICP®
Rob Holub
Chief Investment Strategist
CFA, CFP®
