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recreate the wheel

Stop Reinventing the Wheel

Friday, October 23, 2020

Sometimes business owners don't want to begin the planning process because they are overwhelmed by the complexity of the process. Keep the process simple to keep your clients or prospects engaged.

The Easy Way to Engage Owners in Exit Planning

Friday, October 16, 2020

Encouraging business owners to start the planning process can be as simple as listening to their needs and long-term goals. 

educate yourself

Don’t Let Lack of Knowledge Delay Exit Plans

Friday, October 9, 2020

Don't let you own lack of knowledge prevent you from helping your business owner clients. 

Solving the Problem for Busy Owners

Friday, October 2, 2020

In this blog post, we suggest ways to get around the far too common, "I am too busy to plan" objection. 

Phased, Succession, and Exit Planning: What’s the Difference?

Friday, September 25, 2020

Utilize a variety of planning techniques to effectively help your clients plan for the future. 

Is an Economic Crisis the Worst Thing That Can Happen to Your Clients’ Businesses?

Friday, September 18, 2020

We ended our last post with a question: Do you have the skills, experience, and tools that owners need to survive an economic crisis and mitigate potential

Short- and Long-Term Planning During an Economic Crisis

Friday, September 11, 2020

We continue to follow Henry Frost's story through the current economic crisis we are all facing. 

Economic Crisis: Challenge & Opportunity 

Friday, September 4, 2020

During this economic downturn, be sure to know the signs of opportunities and common pitfalls. 

Top 10 Ways to Help Your Business Owners Clients Boost Their Cash Flow

Friday, August 28, 2020

As business owners start planning for their exit of their business, they must evaluate the current status of their cash flow to come up with an effective exit strategy. Here are some quick tips you can propose to your business owner clients to enhance their cash flow and so they are able to stick to the exit timeline.

Enhance Business Value Through Effective Cash Flow Management: Part 2

Friday, August 21, 2020

Understand how your clients can enhance the value of their business through efficient cash flow management strategies.  

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