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Set the Stage for Exit Planning Engagements
Blog Post
We continue our blog series to help your business owner clients accurately evaluate how much money they will need before they sell their business to maintain their lifestyle. 
The Case of the Missing Two Million Dollars
Blog Post
In this blog series over the next few weeks, we will discuss the common dilemma many advisors have to overcome when their business owner clients come to them ready to sell their business with an inaccurate estimated value of their business. 
Utilize Your Resources
Podcast
Owners put their blood, sweat, and tears into their businesses. Don’t let a lack of knowledge of available resources and best practices jeopardize a successful Exit Plan. 
Changing Your Role In Your Business to Help It Grow
White Paper
If business owners want to grow their businesses, it’s practically a given that they must change their roles within the business at some point.  Peter Drucker, who is widely considered to be the founder of modern management and wrote nearly 40 books on the topic during his lifetime, believed as such when he wrote, "As a new venture develops and grows, the roles and relationships of the original entrepreneurs inevitably change. If the founders refuse to accept this, they will stunt the business and may even destroy it. But even among the founders who can accept that they themselves need to do something, few know how to tackle changing their own roles and relationships.
Beauty is in the Eye of the Beholder
Blog Post
In this blog series over the next few weeks, we will discuss the common dilemma many advisors have to overcome when their business owner clients come to them ready to sell their business with an inaccurate estimated value of their business. 
Ready? Aim? Fire!
Blog Post
You will need to undergo the pre-sale process eventually. It is in your client's best interest to start this process as early as possible to have enough time to increase their business value before the sale. 
Feeling Out of Control
Podcast
Many business owners are control freaks. One way to put a spin on the topic of Exit Planning is to explain to your business owner clients that planning is way for owners to control their future.
Are You Known as an Exit Planning Expert?
Blog Post
Business owners don’t buy your services because they like you. That might be a nice bonus, but the reality is that owners buy your services to solve a business problem or seize an opportunity.
Closing the Gap
Podcast
Every Exit Planner advisor knows that one of the first steps of the Exit Planning process is to figure out the gap between what a business owner currently has and what he/she might need by the time they finally exit the business. What assets can help contribute or might be a liability?
Stop Reinventing the Wheel
Blog Post
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.