Helping Business Owners Choose Their Transition Path

$25.00

When considering a business transition, most owners have no idea where to start – and with the onslaught of AI and the multitude of online tools and DIY resources, it’s only going to get more overwhelming. Join Melisa and Jeff to understand what’s out there and how to help them sort through it all. Position yourself as the key advisor who can help narrow down the types of services and collaborative advisors that will be the best fit for their business and team as well as themselves and their family. The choices they make now could significantly impact the way they live the rest of their life as well as the legacy they leave behind. Be the one to make a difference.

Product will include a Video recording, an Audio recording, and a PDF of the Presentation.)

Presented by Melisa Silverman, JD, CEPA, CVA, SBA, CMEA and Jeff Kates, MBA CEPA

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Description

When considering a business transition, most owners have no idea where to start – and with the onslaught of AI and the multitude of online tools and DIY resources, it’s only going to get more overwhelming. Join Melisa and Jeff to understand what’s out there and how to help them sort through it all. Position yourself as the key advisor who can help narrow down the types of services and collaborative advisors that will be the best fit for their business and team as well as themselves and their family. The choices they make now could significantly impact the way they live the rest of their life as well as the legacy they leave behind. Be the one to make a difference.

Product will include a Video recording, an Audio recording, and a PDF of the Presentation.)

Presented by Melisa Silverman, JD, CEPA, CVA, SBA, CMEA and Jeff Kates, MBA CEPA

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