Fall 2014 issue of Horizons

Principle 7: Equality Is Not Equal – Challenges If you have family, one of the key challenges you will face is finding the right balance of participation, ownership and distribution of wealth in your succession process. Achieving a fair distribution of assets among family members was the single greatest challenge faced in succession.

Principle 8: Ask Before You Get Lost Succession can be a complex process and one where you may need independent professional advice. Seek your succession advisor wisely and allow him/her to work with you to achieve the best blend of succession expertise and knowledge of both your business and family.

RubinBrown’s Entrepreneurial Services Group Business owners partner with RubinBrown because we help them improve and grow their businesses. We are not just accountants or tax professionals. We are trusted business advisors — from entering the marketplace to deciding it is time to exit, through retirement, selling the business or transitioning to the next generation.

Steven Harris, CPA — St. Louis Partner-In-Charge Entrepreneurial Services Group 314.290.3265 steven.harris@rubinbrown.com

Mary Ramm, CPA — Kansas City Partner Entrepreneurial Services Group 913.499.4406 mary.ramm@rubinbrown.com

Greg Osborn, CPA — Denver Partner Entrepreneurial Services Group 303.952.1250 greg.osborn@rubinbrown.com

Ken Van Bree, CPA — St. Louis Partner Entrepreneurial Services Group 314.290.3429 ken.van.bree@rubinbrown.com

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