Pat Bohen article on Succession Plans in Business First of Buffalo

May 26, 2017 – Read Pat Bohen’s article on succession plans, published in the Business First of Buffalo.

Family businesses have unique advantages in that they generally benefit from long term strategic thinking and a small ownership group. Conversely, these structures can make succession
planning difficult and distribution of profits emotional. Family businesses and the family’s fortunes are inextricably linked so business succession and wealth preservation are critical.

 

* Dopkins Wealth Management, LLC is a registered investment advisor owned by the partners of Dopkins & Company, LLP.