Building Client Interest

Building an Interested Client Base

Monday, September 25, 2017

Even when advisors know their services would be valuable to a client, they often don’t know how to explain that in terms their clients will accept.

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Two Key Tools

2 Key Tools to Comprehensive Exit Plans

Tuesday, September 19, 2017
Learn about the two tools every successful Exit Planner uses to create and implement comprehensive Exit Plans. And remember you don’t have to do it alone.
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Drafting a Dream Team

Drafting an Advisor Dream Team

Tuesday, September 12, 2017
Even when you have all of the tools and knowledge necessary to begin Exit Planning, you can’t do it alone.
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Solving Exit Planning Problems You Don’t Know How to Solve

Solving Exit Planning Problems You Dont Know How to Solve

Wednesday, September 6, 2017
The constant drumbeat of Exit Planning is, “You can’t (and shouldn’t try) to do it all alone.”
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Working less make more

Income Shortfalls: Working Less to Make More

Sunday, August 27, 2017

How to address business owners who want to exit now but whose companies aren’t worth enough to assure financial independence.

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4 Issues That Might Motivate Business Owners to Exit Plan

Tuesday, August 22, 2017

Find out which factors can cause your clients to consider selling their businesses, even when those businesses are continuously successful.

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Defeating death of business - continuity and Estate Planning

Defeating Death: Business Continuity and Estate Planning

Sunday, August 13, 2017

Proper business continuity and estate planning can assure an owner’s family and business are prepared if the owner dies or becomes permanently incapacitated.

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Keeping It in the Family: Transferring the Business to Children

Sunday, August 6, 2017
Business owners often refuse to consider transferring their businesses to family at first: They think that the risks far outweigh the rewards.
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Management Business Transfer

The Surprising Favorite: Transferring the Business to Management or Key Employees

Tuesday, August 1, 2017
Learn the benefits that transfers to management and key employees bring to business owners and their advisors.
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Taming the Beast: Navigating Third-Party Sales

Sunday, July 23, 2017
The process of executing a successful third-party sale is long, grueling, and emotionally taxing. Failure is inevitable if business owners rush into one.
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