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“Many can throw out ideas and concepts, few have the ability to clearly assess the impact and result of implementing those ideas. That is what we are really good at.”
– David Nabity
Our Mission As Advisors
To make sure that all of the children still love each other and want to stay together as a family, enjoying holidays and family events, after Mom and Dad are gone.
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To assure that the family estate transfers to where it will continue to grow for future generations and not be wasted on taxes or those who will misuse it.
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To position the company for long-term success, after the founders are gone, so that the employees and their families do not suffer due to layoffs, closings and consolidation. The community impact can be devastating.
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Provide opportunity for young leaders to rise to senior-level positions and have the incentive of participating in the financial growth of the business, if they perform, which can include possible ownership as others retire.
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