The role of the financial advisor in the creation of a successful exit plan

The Role of the Financial Advisor in the Creation of a Successful Exit Paln


As a financial planning professional you have three primary responsibilities when working with your business owner clients:

  • To inform and educate the owner about the Exit Planning process.
  • To facilitate the Exit Planning process by coordinating your activities with those of the owner and his/her other advisors.
  • To provide services necessary to ensure the owner's successful transition from the business.

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