Exit Planning Advisors must ask targeted questions in order to have effective conversations with current and prospective business owner clients.
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Month: April 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.
Make the Most of the Initial Exit Planning Meeting
As an Exit Planning advisor, having that all-important initial conversation about your client’s exit strategy is essential to protect their legacy, reach exit goals and enable successful continuation of the business after the exit.
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Building Engagement & Advisor Teams One Step at a Time
In this blog, we sit down with BEI Member, Eddie Drescher, Financial Advisor with Haycox Financial Group, to discuss lessons learned through Exit Planning, the importance of the first Exit Planning engagement, and how he develops his team of advisors.
Continue reading “Building Engagement & Advisor Teams One Step at a Time”
Why Should Advisors Consider Exit Planning?
When advisors incorporate Exit Planning into their practice and move beyond transactional planning, they position themselves as the indispensable advisor that owners turn to for all their business planning needs. In turn, advisors reap benefits of differentiation, increased revenue, and many more.
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