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.

Use this whitepaper to explore the following five topics: 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, and one goal of exit planning.

Conducting deep discovery with clients and prospects is something that most Financial Professionals excel at. However, when working with business owner clients, you will 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 are embedded on their advisory team when a liquidity event occurs. And that all starts with conversations and discovery questions.

Use this checklist to hone in on potentially neglected areas in your finances. It’s a first step in developing a holistic money management strategy that works toward short- and long-term goals for your business and for you.

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