Summary: All of us who work with business owners have heard the excuses owners use to put off doing the things that they know they should do but just don’t see as pressing. Whether you are a CPA, attorney, financial advisor, valuation analyst or any other type of professional, you’ve made important and timely recommendations only to have owners agree in theory, but not in action.
 The information that you provide over time—this is not a one-time conversation—must convey that planning with you improves the odds of reaching their goals, decreases the time they will spend spinning their wheels and will give them more time to do the things they enjoy."John Brown, Exit Planning |
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