Updated Friday, July 11, 2014 as of 4:01 AM ET
Succession Plan Success
Sunday, July 1, 2012
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I told you in my May column that my firm was readying for a transition. Soon after I finished writing, the deal was done. Here's how it happened and what it could mean for a firm like yours. Most firms have several transition choices for a succession plan, ranging from the good to the bad to the ugly. Let's start with the ways not to go (and let's also be open to a new approach).

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