EPI SD 2021 – April 21 – Learn What’s Behind “pulling the Trigger” and Engage Your Succession Planning Clients 80% of the time

At some point in the natural life cycle of a closely held company, self-made entrepreneurs find themselves contemplating what’s next. For many, there’s a two-way magnet in play. Many of the conversations they’ve had already have not addressed the design of the transition itself – and the topic has been prematurely narrowed: keep versus sell. The business owner wants to do something, but no one has helped them navigate the tributaries and ramifications of their potential choices. Also, they dread the day they’ll receive a lofty list of recommendations, lacking the external leadership to implement.  Join Joe and Jeff to discuss how to help business owners understand that to command stability for internal transitions, or the highest market value if they decide to sell, they must pull the trigger and engage your help to systematize the magic they’ve applied to create success up to this point.

(Purchase of this product will include the video presentation, the audio presentation, and a pdf copy of the presentation.)

Presented by Joe Strazzeri and Jeffrey Kates

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