Ep. 5: From Ownership to Entry-Level Retail: Avoiding Devastating Mistakes

Why We Plan Image

Ep. 5

It’s difficult to imagine that a $3 million business sale could ever be considered a monumental failure, but it happens more often than you’d think. In the fifth episode of BEI’s Why We Plan podcast, Founder John Brown and President Elizabeth Mower outline how common advisor mistakes within seemingly strong Exit Plans can destroy an owner’s dreams. They’ll also show you how to avoid putting your clients in bad situations after they exit, and how to get them to act. Listen to this episode to learn how to be an advisor your clients trust, rather than take to task.