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Can You Slay Your Client’s Deal Killer?

Friday, April 9, 2021

Be sure to learn what kind of Deal Killers are out there so you know how to overcome them before you go to market. 

Behind the Scenes - Come On In, The Water Is Fine

Friday, April 2, 2021

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.

Money Isn’t Everything for Business Owners

Friday, March 26, 2021

In this blog, we dive into the last kind of goal to set with your business owner clients: values-based goals.  

Setting Foundational and Universal Goals

Friday, March 19, 2021

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.  

The Goal Directs the Path

Friday, March 12, 2021

What are the benefits to owners and advisors during the goal creation process?

Behind the Scenes - Customize Your Planning Approach

Friday, March 5, 2021

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.

Recruit an Advisor Panel

Friday, February 26, 2021

Pulling together the right team of advisors is critical to the success of your Exit Plan. 

Involve and Lead Expert Advisors

Friday, February 19, 2021

Pulling together the right team of advisors is critical to the success of your Exit Plan. 

Make Planning Simple for Owners

Friday, February 12, 2021

Business owners will typically not give you the time of day unless you can prove that you can help them solve the problems that keep them up at night. 

When Exit Planning Isn’t an Option

Friday, February 5, 2021

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. 

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