HTML Preview Family Business Succession Planning page number 1.
Firm Name
Team Name (if one)
CPA Planner Name, Credentials
Title
Street Address
City, NY 13160
Phone number xext #
Alternate phone #
website URL
Family Business Succession Planning
Optional Client Name can be inserted here
Prepared for: January 1, 2014
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Page 1 of 9, see disclaimer on final page