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 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.
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