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
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.
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.
Engaging Successful Business Owners is Easy!
To effectively engage owners, advisors must approach owners through methods that recognize the specific needs and challenges of successful business owners.
Championship Advisor Teams: A Super Bowl Strategy for Exit Planning
It’s Super Bowl Weekend! As the San Francisco 49ers get ready to take on the reigning champs in the Kansas City Chiefs, business owners around the country are looking to exit their businesses, but might not have the right resources to reach all of their goals at the time of their exit. Boost business exits with a Super Bowl plan: Form an elite advisor team, focusing on expertise, early strategy, and execution for a seamless transition.