How do you approach an owner to provide them their exit options? Most owners are unfamiliar with the language and process behind exit planning. When working with an owner during what is likely the largest financial transaction of their life, understanding how to effectively communicate is crucial. In this session, you will work through a hands-on case study to develop your conversation skills. Through this case study, you will collaborate with an interdisciplinary team of advisors to gain experience you can directly apply to your practice.
- Illustrate how to approach an owner to begin an exit planning conversation
- Dissect empowering conversations with owners
- Learn to slow down to ask beneficial questions
- Understand an owner’s baseline knowledge about exit planning
About the Presenters:
This session will be led by EPI OC Board Members.
Thank you to our Sponsors!
This meeting will be held at Maggiano’s South Coast.
Address: 3333 Bristol St, Costa Mesa, CA 92626