Description

In our experience, if a business owner has spent decades growing their company, it’s likely that the challenges and drivers for what’s next are multi-layered.  If it takes 100% of a data set to truly and fully formulate the problem, most business succession conversations stop at about 50-70%.  Join Jeffrey and Shelley as they share the Five Limitations to Progress as well as a tool and process that will help your business owner prospects get ready for the conversation and explore opinions, perspectives, and choices absent a looming transaction.

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

Presented by Jeffrey Kates, MBA, CEPA and Shelley Lightfoot, CEPA