Educating the business owner is critical in triggering owner action and putting them on the path to active exit planning in their business and incorporating the financial and personal aspects into this strategy. Rather than sell the owner, we educate through intriguing and empowering the owner by utilizing different conversational elements and tools that allow them to better understand their business and how their personal and financial aspects fit into this overall plan.
- Understand intriguing and empowering behaviors
- Understand proper conversation starters
- Understand the key concepts to utilize in conversation with owners
About The Exit Planning Advisor Playbook Series:
The EPI Exit Planning Advisor Playbook Webinar Series is a FREE web-based continuing education presentation for EPI members and the general public.
How are financial advisors, accountants, consultants, attorneys, and M&A advisors implementing what they learned through EPI inside of their practices and with their owners? This webinar series is for professional advisors who are looking to build out a significant practice by incorporating exit planning concepts and processes into their marketing and services. Advisors also want to drive best practices and have better conversations with business owners. This series will feature experts in practice development, practice management, marketing and branding, delivery of exit planning services, tools and resources, and strategic planning. Accompanying speakers will be advisors just like you, sharing their stories. Register today and enhance your exit planning knowledge every month with EPI!