If your objective in the exit planning space is to work with Business Owners in a way the establishes or strengthens the status of Most Trusted Advisor, first and foremost you will want to be the Quarterback/Coach.
Being a Quarterback is the critical role, but it is just one role. Being able to offer exit planning services to Business Owner Clients means having a comprehensive system into which you can be the Quarterback. There needs to be other players and a playbook that is used by the Quarterback and all other players.
Learning Objectives:
- To understand what is required to be able to offer exit planning services - the essential components
- To understand the Quarterback Role and its processes
- To understand other roles and their processes
Event Details
Who Should Attend?
EXIT PLANNING IS GOOD BUSINESS STRATEGY
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.