By Richard Harmon – CSG Partners
If the last few years have taught us anything, it’s that we can’t easily predict economic trends. From market gyrations to supply chain disruptions to mounting inflation, it’s been an uncertain stretch for middle-market companies.
For owners of family businesses, whose wealth is largely tied to their organizations, the experience has been particularly jarring. As their companies’ valuations fluctuated, many struggled to plan their own retirements and lay the groundwork for heirs to step in.
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