Collaboration is one of the cornerstones of successful exit planning. It takes a team of trusted advisors working in concert for the benefit of the business owner to help achieve the optimal plan.
Owners need resources now more than ever and you have the ability to create value for those owners by leveraging your greatest asset – your network.
This month’s meeting will focus on building deeper relationships with your fellow chapter members so you have the resources necessary to build a team of trusted advisors to serve your clients when they are ready to discuss succession planning with you.
*PLEASE NOTE: This meeting will utilize the Zoom Breakout Rooms feature. After registering for the event, you will receive a Zoom Link from MemberExperience@beyondcepa.com. Please ensure you save this to your calendar to access the meeting. If you do not receive a confirmation e-mail within 15 minutes, please look in your Spam and Clutter mailboxes.
Learning Objectives:
3 Rounds – 20 minutes each in small breakout rooms led by a group leader.
- Share your expertise and how you work with business owners in exit planning
- Stay top of mind as a resource for other professionals whose clients need your expertise.
- Learn about how your fellow chapter members are working with business owners and how their skill set can help you bring more value to your clients
Thank You to Our Sponsors:
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