When considering a business transition, most owners have no idea where to start – and with the onslaught of AI and the multitude of online tools and DIY resources, it’s only going to get more overwhelming.  Join  Andrea and Shelley to understand what’s out there and how to help them sort through it all.  Position yourself as the key advisor who can help narrow down the types of services and collaborative advisors that will be the best fit for their business and team as well as themselves and their family.   The choices they make now could significantly impact the way they live the rest of their life as well as the legacy they leave behind.  Be the one to make a difference.

Learning Objectives:

• Access tools to drive conversations with owners and help them make a regretless decision about how to transition out of their business.
• Increase your awareness of available resources, options, and avoidable blind spots
• Provide you with the confidence and clarity to help owners choose and assess their right-fit advisory team.