How do you know when to pursue an unsolicited offer?
Three places where advisors can find recommendations.
Yes, “it depends,” but here’s what it depends on.
Shaping an owner’s Exit Plan is a process with a potentially huge payoff.
Exit Planning assumptions can destroy even the most well-intentioned plans.
When business owners talk about their goals, they often realize that they need to start implementing a sound Exit Planning strategy to achieve them.
Self-made problems are the hardest ones to address.
What business owners have and what buyers expect is often quite different.
And what advisors can do to get them ready.
Self-made threats to financial futures are common but avoidable if advisors know how to help.
Learn more about the following Exit Planning Topics