Soft skills are just as important as hard skills when it comes to preparing your business owner clients to leave their business as Mark Dorman states in our exclusive Member interview.
It can be difficult to see the potential threats to your client's business deal. Be prepared and educate yourself on the most common Deal Killers and know how to nuetralize them.
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.
