Exit Planning is one of the most comprehensive professions, and its impact on the business owner is often life-changing. So, how does an already successful advisor who makes a core living doing something else (which may or may not be related to Exit Planning) integrate Exit Planning into an already busy schedule? Well, it takes careful planning and relentless execution to do this correctly. Learn the pitfalls and secrets of success in Exit Planning and see why it’s the ultimate “team sport.”
- How to position legal, tax, or wealth management topics with an eye towards Exit Planning.
- How to redefine the scope of your practice in your introductory meeting with prospective clients.
- How to re-invigorate your practice by doing Exit Planning—the ultimate team sport.
Mike Rodman is the Founder and CEO of Best Practices of America, a national, business owner centric wealth management organization. Mike is a two-time member of the Inc. 500 list of fastest-growing companies. He has founded, bought, or sold over 15 businesses in multiple industries. His successful business owner experience has given Mike unique insights into the “real life” of the business owner and he fully understands why most business owners fail to plan for the most important moment in their business — the EXIT!