Business owners are servant leaders by nature. We as advisors often assume that it is the math, tax, or logic that drives our clients. While this may be true, the servant leader is driven to give back either from a sense of duty or guilt from their success – though they would not realize it. Knowing the strategies that increase the net dollars to a client while decreasing tax and increasing charitable giving are important, but helping the entrepreneur find what is impactful to them and their family is rewarding and drives success to an exit planner’s practice. Refresh your knowledge of the strategies, methods to explain them, and ways to partner with your client to find meaning and a deeper engagement with you.
- Facilitate what is behind the conversation
- Assets that may be gifted
- Charitable organization requirements
- Decrease taxes using charitable planning strategies
About the Exit Planning in Action Series:
This webinar series is full of deep dive case studies and real-life stories from the field. Learn how the Value Acceleration Methodology is implemented with business owners in both the early stages (pre-client) and the exit planning and value growth processes (client stage). Experts will introduce their stories and utilize case studies to dive deep into specific exit planning ecosystem topics over the course of a two-hour interactive and engaging virtual session.
The EPI Exit Planning in Action Webinar Series is a FREE web-based continuing education presentation for EPI members and the general public. Topics for the webinars complement the EPI Value Acceleration Methodology, a process created by Christopher Snider, and taught in or at the Certified Exit Planning Advisor (CEPA) Program. These one-hour educational broadcasts are taught by industry experts from across the nation. Review upcoming broadcasts below.