The Business Advisor’s First and Second Mistakes
After decades spent working with both advisors and owners, we’ve found that advisors who want to represent owners make two fundamental mistakes in approach.
Female Pioneers and the Role of Emotional Intelligence in Exit Planning
As we celebrate Women’s History Month, it’s a perfect opportunity to spotlight the lasting contributions of women in the financial sector! While navigating through the
Business Continuity Challenges for Sole-Owners
Explore engagement opportunities with sole owners—those without partners or co-shareholders – and how to kickstart planning with business continuity.
Navigating Psychological Forces in Business Exits: Insights for Professional Advisors
In the realm of business exits, understanding the psychological mindset of business owners is paramount for professional advisors.
Engaging Successful Business Owners is Easy!
To effectively engage owners, advisors must approach owners through methods that recognize the specific needs and challenges of successful business owners.