LIVE – Helping Owners Vet and Fill the Gaps: A Cross-Functional Dialogue

As the discipline of exit planning continues to expand, business owners have access to more services than ever to help them prepare their business for growth, efficiency, succession, sale, or transition.   However, choosing the right-fit consultants, coaches, fractional services, operating systems, DIY tools, implementers, executive team, personal planners, etc. (not to mention how and when to transition out of the business), can be an overwhelming process that leaves many owners feeling stuck, and often resulting in wasted resources, time, a regretful decision.

This panel discussion will bring clarity to the many resources available as well as awareness of some of the avoidable blind spots – and provide you with the confidence to help your clients choose and assess their right-fit advisory teams.