As the discipline of exit planning continues to expand, business owners have access to more services than ever to help them prepare their business for growth, efficiency, succession, sale, or transition. However, choosing the right-fit consultants, coaches, fractional services, operating systems, DIY tools, implementers, executive team, personal planners, etc. (not to mention how and when to transition out of the business), can be an overwhelming process that leaves many owners feeling stuck, and often resulting in wasted resources, time, a regretful decision.
This panel discussion will bring clarity to the many resources available as well as awareness of some of the avoidable blind spots – and provide you with the confidence to help your clients choose and assess their right-fit advisory teams.

Learning Objectives:

• Solidify engagements and long-lasting relationships as well as grow and expand your practice by gaining clarity around strategic partnering opportunities for you and your clients.
• Gain a comprehensive overview of the expanding business/exit planning landscape—including operating systems, DIY tools, and specialized consultants.
• Learn how to identify, assess, and select the appropriate mix of consultants, fractional services, and professionals based on your client’s unique combination of personal and business needs and goals.

(Purchase of this product will include a link to the video presentation, an audio presentation, a pdf copy of the Opportunity Filter, and a pdf copy of the presentation.)

Presented by Joe Strazzeri and Shelley Lightfoot