The Exit Planning Institute has found that many business owners face challenges when trying to exit their businesses on their own terms. Often, business owners overlook the unexpected surprises and costs that can arise along the way. In this session, we’ll introduce you to The Stream Plan—a powerful tool designed to address unforeseen challenges and secure a strong financial foundation for your clients, both before and after their exit. Join us to discover how The Stream Plan can help you and your clients navigate the unexpected and achieve a seamless transition to the next chapter.
