Description

Most financial advisors provide little to no value when it comes to the exit or sale of a business owner’s business. Instead, they hope that the personal relationship they’ve developed over the years will be enough to end up with the millions of dollars in post-sale proceeds. Unfortunately, many have found that that is not enough and have watched tens of millions of dollars go to other financial advisor groups who have focused on the business owner. In this presentation Scott will give you real world examples of how to provide value at the right time to have the best chance of retaining those post-sale assets and manage them for years to come. We’ll walk you through the Assurance 360 process that we’ve designed so that not only do you have a better understanding of the process, but confidence in asking the right questions to gain that trusted advisor designation.

(Purchase of this product will include a Video recording, an Audio recording, and a PDF of the Presentation.)

Presented by Scott Bushkie, CBI, M&AMI, CM&AP