Wasatch Front (801) 467-4450

Logan (435) 750-5566

Southern Utah (435) 269-4540

How Solid Is Your Succession Plan?

Ensure The Continuing Success Of Your Family Business

Download a FREE Scoresheet 

  • Determine the current state of your succession plan
  • Discover a list of crucial issues that need to be addressed
  • Determine where your strengths and weaknesses lie in your family business
  • Identify a path, help address issues and enable a plan for improvement with this checklist

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William Lewis

CMP was recommended to me by a friend. I am located in California and all of my interactions have been via email and telephone calls and they have exceeded my expectations. I rely on their tax advice and appreciate their efforts to limit my tax liability within the bounds of the law.

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Charlotte Cantwell

When auditing, they work around my schedule, and do all they can to maintain continuity of personnel on our audit. This saves me time and energy, which is invaluable to me.

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