For over 30 years, Jack Veale of PTCFO, Inc has advised closely held, family owned businesses, including ESOPs and professional firms on ownership and management succession. Jack developed a facilitation tool, "Sudden Death Checklist," to help engage and educate the family and management team in order to create a smooth transition, and reduce probate costs and emotional stress that usually shows up during and after the deceased's funeral.    

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The Sudden Death Checklist

There is no topic more challenging than one’s own death. Your proactive guidance will give your clients comfort and position you – and your firm......

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