Contented Business Owners’ Secrets and Exit Plans
Understanding the connection between the client’s personal and business values and personal fulfillment, as expressed through his legacy, requires the wisdom and observation of a trusted advisor.
This session will focus on how an experienced, astute advisor can bring critical observation, maturity, judgment, and understanding to help the client realize long-term contentment and fulfillment. Most business owners lack the self-awareness to do this on their own. For this reason, it is important to maintain access to an expert, a coach or consultant to assist the business owner in accomplishing this challenging task. This trusted advisor is often the client’s personal financial advisor, accountant or attorney.
During this session you will learn how to probe to discover your business owner clients’:
- Undiscovered and unexpressed desires and motivations
- Personal and business values
- Accountant’s observation of conflicts between values and money
- Strategies to preserve business owner ‘s ethical and philosophical legacy