Exit Planning Advisors must ask targeted questions in order to have effective conversations with current and prospective business owner clients.
Continue reading “Good Questions Drive Better Exit Planning Conversations”
Day: April 22, 2022
Exit Planning To-Do #1: Write it Down!
It’s critical that as an Exit Planning Advisor, you simplify the owner’s Exit Planning to-do list by having them start the process by writing their plans down. Written plans have major benefits if done properly and if the right items are included.
