Can You Help Owners Meet Their No. 1 Challenge?
Engaging owners to address their biggest challenge is the premise and promise of Owner-Based Planning (OBP).
March 29, 2024
The Business Advisor’s First and Second Mistakes
After decades spent working with both advisors and owners, we’ve found that advisors who want to represent owners make two fundamental mistakes in approach.
March 22, 2024
Female Pioneers and the Role of Emotional Intelligence in Exit Planning
As we celebrate Women’s History Month, it’s a perfect opportunity to spotlight the lasting contributions of women in the financial sector! While navigating through the
March 8, 2024
Business Continuity Challenges for Sole-Owners
Explore engagement opportunities with sole owners—those without partners or co-shareholders – and how to kickstart planning with business continuity.
March 1, 2024
Navigating Psychological Forces in Business Exits: Insights for Professional Advisors
In the realm of business exits, understanding the psychological mindset of business owners is paramount for professional advisors.
February 23, 2024