Description

Many advisors want to add Exit Planning as a line of business to their current practice but struggle to do that as well as maintain their current revenue stream.  Shelley and Melisa will outline a comprehensive advisor’s guide to help entrepreneurs find clarity about the dichotomy that exits in their gut, honor their journey thus far, unpack their priorities, and identify the issues to focus on. Learn the mechanics to cause engagement, retain the quarterback role, maintain momentum, and complete the 7-Step Business Succession Journey

(Purchase of this 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 Shelley Lightfoot, CEPA