When There Are Multiple Advisors at Bat “Who Do What You Do”

Business owners are often bombarded with product and strategy pitches – and they are open to more conversations when they are considering selling their business (or recently sold it).  But they likely are not equipped with the “measuring stick” needed to make the best choices (of advisors and/or strategies) for their needs.  So how do we as advisors help them think through their options and have them see us in a different light than the rest?  Joe and Matt will share examples of succession planning cases where they embraced their quiet confidence, invited other advisors to the table, and retained the relationship.  Gain practical techniques and a list of things to do when you are trying to either win the case, or collaborate on a case.

Presented by Joe Strazzeri, Esq. and Matt Hansen