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4 Experts & an Exit Plan: Confirming an Owner’s Financial Health

Friday, March 15, 2019

Confirming a business owner’s financial health is crucial to successful planning.

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Turning Faulty Misperceptions Into Successful Exit Planning

Friday, March 8, 2019

Business owners often have two misperceptions about their ownership futures that can prevent successful Exit Planning.

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2 Damaging Assumptions Business Owners Make About Their Assets

Friday, March 1, 2019

Too many business owners make two damaging assumptions about their business assets.

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5 SMART Questions to Ask Business Owners About Financial Security

Friday, February 22, 2019

Financial security is the most important goal for business owners, so advisors must assure that owners pursue it SMARTly.

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What Do Bad and Good Exit Goals Look Like?

Friday, February 15, 2019

Bad and good exit goals have distinct traits.

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Benefits to Business Owners of Setting 3 Types of Exit Goals

Friday, February 8, 2019

Setting 3 types of exit goals helps your clients.

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How Setting Exit Goals Leads to Successful Engagements

Friday, February 1, 2019

Helping business owners set exit goals leads to more successful engagements.

A picture drawn in permanent marker with stick figures showing a person’s reaction to the terms “Funding,” “Saving,” and “Benefit” in the context of a linear relationship among the three terms.

How Business Owner Goals Affect the Exit Planning Advisor

Friday, January 25, 2019

Setting business owner goals benefits owners and advisors.

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Top 5 Exit Planning Articles of 2018

Friday, January 18, 2019

See which Exit Planning articles advisors read most in 2018.

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Your Best Employees Need Incentive to Stay

Friday, January 11, 2019

Owners must give their best employees incentive to stay. Here's how they can.

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