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?
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.
Pulling together the right team of advisors is critical to the success of your Exit Plan.
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 the Exit Planning Process is too overwhelming, start with an annual planning meeting to uncover what your business owner client's primary needs are.
Have questions before getting started? Schedule a meeting with BEI or Contact Us