Sorry, you need to enable JavaScript to visit this website.

You are here

Search Results

Don’t Get Left Out in the Cold 
Blog Post
Don't lose valuable owner clients because you failed to inform them of your Exit Planning expertise. 
Lack of Transferable Value Can Put a Deal in Jeopardy
Blog Post
This blog discusses another lurking Deal Killer: the failure to create a business that can thrive without its owner’s continued involvement.
Behind the Scenes - Is Your Client Emotionally Ready to Leave?
Blog Post
Soft skills are just as important as hard skills when it comes to preparing your business owner clients to leave their business as Mark Dorman states in our exclusive Member interview.
Identify Hidden Threats to a Deal
Blog Post
It can be difficult to see the potential threats to your client's business deal. Be prepared and educate yourself on the most common Deal Killers and know how to nuetralize them. 
Helping Owners When They Don’t Want Help
Blog Post
If you wait for your clients to contact you about the sale of their business, it will likely be too late for you to help.
Can You Slay Your Client’s Deal Killer?
Blog Post
Be sure to learn what kind of Deal Killers are out there so you know how to overcome them before you go to market. 
Behind the Scenes - Come On In, The Water Is Fine
Blog Post
Jim Erben goes on to explain to advisors that the Exit Planning industry is booming and advises other to not be intimidated by the immense amount of opportunity.
Money Isn’t Everything for Business Owners
Blog Post
In this blog, we dive into the last kind of goal to set with your business owner clients: values-based goals.  
Setting Foundational and Universal Goals
Blog Post
Now that we have discussed the benefits advisors and business owners see from setting goals, let’s review the different kinds of goals you can help your business owner clients set.  
The Goal Directs the Path
Blog Post
What are the benefits to owners and advisors during the goal creation process?