November 7, 2019 – Don’t Leave Money on the Table for Your Small Business Owners
The work we do as business planning advisors is important for all of our clients’ long-term goals and legacy, but it is even more critical when it comes to the amount of money that our smaller business owners end up with after the sell. Let’s face it, after a 10, 20 or even 30-year relationship, these clients often hold a special place in our hearts – and we want to make sure their families are taken care of. Learn the 3 key questions that you, as the quarterback of the “exit planning team,” can ask your clients that will provide them with more options, help them make more money, and provide you the opportunity to continue serving the account.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Eric Landis and Danny Wexler, Esq.