In this blog post, we discuss the importance of diversifying your customer base to help increase business value. 

T. Ray Phillips, Founder of The Family Business Legacy, discusses how knowledge is the most important gift you can give your business owners. Educating them on the Exit Planning Process can greatly alleviate any stress or delays in the planning process.

Keven Prather compares advising business owners to his experience in the military: prepared for all potential outcomes.

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. 

Be sure to learn what kind of Deal Killers are out there so you know how to overcome them before you go to market. 

In this blog, we dive into the last kind of goal to set with your business owner clients: values-based goals.  

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.

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.  

There are so many exit paths to consider when selling your business. Understand the pros and cons of each path. 

There are so many exit paths to consider when selling your business. Understand the pros and cons of each path.