There are people outside the owner responsible for building business value.
You can help increase business value while taking a weight off your clients’ shoulders.
Quantifying resources is the best way to figure out what your clients need.
Finding the financial pain by quantifying resources is the best way to get owners to act.
Facts are only one part of the equation.
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.
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Exit Planning and You: Download Guide