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Methodically working through succession options, ranking preferences, identifying must-haves, and providing emotional support through the process
"We hired a succession planner, Brooklyn Brock and Tiffany Lee, Elevate. And we started working through it very methodically, very intentionally, looking at all of the issues. We had charts. We had here's our must-haves, here's our hope-to-haves. They kept m..."
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Obtaining succession planning documents for internal partnership transition
"We ordered all the documents from Financial Transitions and we're ready to go."
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