As CEPAs, we should all be presenting exit planning consistently: exit planning is business strategy. But what does that first meeting with a business owner look like? How should the conversation flow? What are the right questions to ask? Regardless of discipline, the initial language should be universal. The same applies to presenting the “tools” an owner and their advisory team will need throughout the process. What differs is the role each advisor plays, the “tool” they represent or bring to the table, and the additional “tools” required from other advisors and solution providers. This session is designed to help advisors “script” that initial conversation in a way that educates, engages, and empowers the owner to take action now.
