Your business-owner clients have spent years building enterprise value that likely represents the majority of their net worth—yet many advisors know remarkably little about the value of those businesses, the owner's plans for them, or what will happen when that illiquid enterprise value eventually becomes personal wealth.
In this closing keynote, Scott Bushkie challenges advisors to look differently at the opportunity already in front of them. He'll explore how identifying the enterprise value within an existing book of business can unlock deeper owner conversations, stronger advisory relationships, and significant opportunities for practice growth.
Drawing from real-world transaction experience, Scott will demonstrate why advisors who engage earlier can create greater value for the owner—and improve their opportunity to remain the trusted advisor when business wealth ultimately becomes personal wealth.
The question isn't simply whether your clients will eventually transition their businesses. It's whether you've earned the right to be their first call when they do.
