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Business value is important to all businesses, but it is transferable value – what a business is worth to a buyer without the owner’s presence and involvement in the business – that drives a successful exit.
Exit Planning To-Do #1: Write it Down!
Make the Most of the Initial Exit Planning Meeting
Eliminating Arguments that it’s Too Early To Plan a Business Exit
When it comes to Exit Planning, it’s easy for owners to put it off, thinking they can deal with it later. Business advisors are faced with the familiar response: “I’m not ready to begin planning for my exit. I have other business tasks that take priority.”
Why Exit Planning Advisors Must Take Learning to the Next Level
In the fast-paced world of business advisory services, the importance of lifelong learning is invaluable. As an Exit Planning Advisor, your commitment to continuous education…
Recipe For Success: Building an Advisor Team
Just like every business is unique, so are the plans owners have for transitioning out of business. Their financial and values-based goals, the desired exit…
Overcoming Challenges in Adding Exit Planning to Your Advisory Practice
Exit Planning is a critical component of financial advisory services, however, many advisors face several challenges when introduced to Exit Planning.
Exit Planning as an Advisor’s Next Great Adventure
Whether you are looking to broaden your core services, stand out from competitors, or to help owners avoid the mistakes you have made, there are several reasons why Exit Planning could be the perfect fit for you.