Just as there are many types of advisors (from multiple disciplines) that help business owners with different parts of the business succession process, there are also many ways to engage owners in the conversation. Depending on the owners current “pain” and state of mind, they may be more driven by the prospect of reducing taxes, increasing the value of the business, or resolving an internal conflict. Join Joe and Shelley for this dynamic conversation about how to take owners as they come, identify their true issues, and then engage for the conversation that will drive the entire planning opportunity for you and your collaborative team. 

Learning Objectives:

• Help owners gain more clarity and identify their true problem.
• Engage for the part of the business succession you want to do and partner in the rest.
• Explain "The Missing Math" owners need to hear