Business owners are searching for answers on how to protect what they have and plan for a successful business exit or transition. 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 your need to position your exit planning practice in the forefront of your community and become a “referable” source for others.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Shelley Lightfoot, CEPA and Brooke Norman, Vice President, Exit Planning Institute