Confirming a business owner’s financial health is crucial to successful planning.
Business owners often have two misperceptions about their ownership futures that can prevent successful Exit Planning.
Too many business owners make two damaging assumptions about their business assets.
Financial security is the most important goal for business owners, so advisors must assure that owners pursue it SMARTly.
Bad and good exit goals have distinct traits.
Setting 3 types of exit goals helps your clients.
Helping business owners set exit goals leads to more successful engagements.
Setting business owner goals benefits owners and advisors.
See which Exit Planning articles advisors read most in 2018.
Owners must give their best employees incentive to stay. Here's how they can.
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Exit Planning and You: Download Guide