Exit Planning Process: Quantifying Business & Personal Resources    

This webinar, which is the second in a seven-part series, will cover the second step in the Exit Planning Process: Quantifying Business & Personal Financial Resources. 

While each part of the Exit Planning Process requires your knowledge and expertise, this step really requires your perspective to give clients an accurate and realistic view of their current resources and what they might need to do to improve business value so they can exit on their terms.   

Join us for this free webinar on BEI tools and resources to support you in the creation of Exit Plans, specifically when it comes to quantifying available and needed resources.  

• Considerations to share with your clients to determine current business and financial resources  
• Marketing tools available that emphasize business value 
• Client Engagement tools that blend owner objectives and financial resources 
• Planning Tools that help to bridge the gaps 
• Tips on structuring your planning fees to present to your clients  

Register today and join us on Thursday, May 11 at 1:00pm EST.