“We are through our ideal plan process, you know, obviously meeting with the family, asking great questions, figuring out what their goals are. And then we come back and we look at where they're currently sitting through a current plan analysis. And then we also model what some strategies there are that we could implement for their master plan.”

Family Business Connection · Bringing Generations Together

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12:26

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What was described

Follow an "ideal plan process": meet family, ask great questions, conduct current plan analysis, then model strategy options

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