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The Founders Group Presents:
Strazzeri Mancini LLP Presents:

The Business Succession Journey: 3 Steps to Engagement and 4 Steps to Getting it Done

May 21, 4:00 pm

– 4:20 pm

Camelback Ballroom

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About This Session

Learn how to open the conversation, close the entire engagement, and cross-sell your services before, during, and after the transition.  Joe and Shelley will share the 3 steps to cause engagement by helping entrepreneurs find clarity about the dichotomy that exits in their gut, honoring their journey thus far, unpacking their priorities, and identifying the issues to focus on.  Get an overview of the Certified Founders Group Associate toolkit and workflow process that will guide you step by step through the mechanics to solidify the issues, cause the engagement, get “The Work with a Capital W” done, maintain momentum, and complete the transition.

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Shelley Lightfoot
Joe Strazzeri

Learning Objectives

Retain the quarterback role
Continue to get paid for your core discipline
Help clients who need exit planning
Learn the tools and methodologies that should be in your practice to attract, engage, and work with your favorite client – or – discover what you should be looking for in a Value Acceleration partner

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