We are living at a time when extraordinary exit and business planning advisors are needed like never before. As a result, business owners are searching for answers on how to protect what they have, plan for a successful exit or transition from their business and gain answers on how to thrive into the future. This course is a dialogue on professional collaboration and the type of practice your referral sources and clients experience – your practice as seen through the eyes of others. Join Shelley and Brooke for the 30-thousand-foot version of steps and tools you need to position your exit planning practice in the forefront of your community and become a “referable” source for others.
April 2, 2020 – Adding Exit Planning to Your Practice – Choose, Develop, Implement, and Maintain; Presented by Shelley Lightfoot, CEPA and Brooke Norman, Exit Planning Institute