Essentials for Growing Your Exit
Planning Practice

If your objective in the exit planning space is to work with Business Owners in a way that establishes or strengthens the status of Most Trusted Advisor, first and foremost you will want to be a 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 and all other players.

This webinar will identify all of the components that need to be in place for the Quarterback to be able to hang out an “Exit Planning Services Here” shingle. We will answer these important questions:

What are the essential components of a comprehensive exit planning system?
What is the Quarterback role?
What are the other roles?
What are the processes for all other roles?
What are the tools needed?

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 the other roles and their processes

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