Working with business owners can be challenging and yet very lucrative. We know from the Exit Planning Institute’s (EPI) State of Owner Readiness Survey 2022 that 80% of owners' wealth is locked up in their business. This survey also tells us that although 99% agree that having a transition plan is important for both their business and their personal future, 79% have no written transition plan. This is a space that is ripe with opportunity but how do you embed yourself with business owners so that you're a trusted team member when the liquidity event occurs? To help you, John Hancock Investment Management has partnered with the EPI to bring you “Empowering business owner conversations: becoming the business owner’s most valued advisor.”

PRESENTATION SLIDES

Empowering business owner conversations: becoming the business owner’s most valued advisor

In this session, we discuss the business owner opportunity in detail, share the EPI proprietary exit planning methodology, and discuss the financial professional’s role in the process. We also provide conversation starters so that you can have meaningful conversations with your business owner clients and prospects and we'll share tips for building your exit planning team. Finally, we provide access to many resources from both EPI and John Hancock Investment Management to help you excel in this space.

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WHITE PAPER

Five things every business owner should know about exit planning

Use this client-approved white paper to explore the following five topics with your business owner clients and prospects:

• Five stages of value maturity
• The importance of the four intangible capitals in your business
• The three legs and gaps in your exit strategy
• The two concurrent paths in your exit plan
• The one goal of exit planning

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FLYER

The Value Acceleration Methodology

This flyer provides a visual of the Value Acceleration Methodology to help you understand how this process works and identify the role of the financial professional during exit planning. 

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BROCHURE

Guide to exit planning conversations

Conducting deep discovery with clients and prospects is something that most financial professionals excel at; however, when working with business owner clients, you'll want to take those skills to the next level.  This presents a great opportunity for financial professionals to play the role of quarterback on the exit advisory team and build relationships with business owners so that they're embedded on their advisory team when a liquidity event occurs. And that all starts with conversations and discovery questions.

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CHECKLIST

Financial planning for business owners checklist

As entrepreneurs know, juggling work and family life can be a precarious balancing act. They may have the majority of their financial assets and income tied to their business, which can leave them stretched thin with not enough invested in themselves. Use this checklist to hone in on potentially neglected areas in their finances. It’s a first step in developing a holistic money management strategy that works toward short- and long-term goals for their business and their personal goals.

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CHECKLIST

Estate planning essentials checklist

No matter your clients' age, whether or not they have dependents, or are married, estate planning is their opportunity to prioritize their wishes and what matters most to them. This  essentials checklist will help your client think through the various elements of an estate plan and organize the details for an estate attorney.

Download the checklist

Learn more

Financial professionals: Ask a John Hancock Investment Management business consultant for a review of how our practice management materials can help you elevate our business.

Find out more: See details on our complete lineup of practice management and value-add materials