What Confuses Owners About Exit Planning?

When business owners learn about Exit Planning, many of them say, “I’ll start that when I’m ready to exit my business.” But most advisors are already helping owners with elements of Exit Planning through their core services. How does this affect advisors and the owners they serve?

In this episode, John Brown and Elizabeth Mower talk about how to best explain Exit Planning to business owners to get them to work with advisors toward future success. Exit Planning is an overarching term for planning for future success, and there are few owners who don’t want plans for future success. Listen to this episode to see how you can frame the conversation with your clients and begin helping them plan for future success, both inside and outside the business.