Don't lose valuable owner clients because you failed to inform them of your Exit Planning expertise.
This blog discusses another lurking Deal Killer: the failure to create a business that can thrive without its owner’s continued involvement.
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.
If you wait for your clients to contact you about the sale of their business, it will likely be too late for you to help.
Be sure to learn what kind of Deal Killers are out there so you know how to overcome them before you go to market.
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.
In this blog, we dive into the last kind of goal to set with your business owner clients: values-based goals.
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.
What are the benefits to owners and advisors during the goal creation process?
Have questions before getting started? Schedule a meeting with BEI or Contact Us