Jim Erben goes on to explain to advisors that the Exit Planning industry is booming and advises other to not be intimidated by the immense amount of opportunity.
Now that we have discussed the benefits advisors and business owners see from setting goals, let’s review the different kinds of goals you can help your business owner clients set.
Over the years, Robbie Spivey, Co-founder of B&B Strategic Partners, LLC, has learned to alter his planning technique based on which client he may be working with.
When the Exit Planning Process is too overwhelming, start with an annual planning meeting to uncover what your business owner client's primary needs are.
