Every business owner will leave their business one day, voluntarily or involuntarily. It’s a matter of WHEN, not IF.
So, it’s important to start planning for this inflection point well ahead of time — both technically and emotionally.
In this episode, Duncan MacPherson speaks with Denise Logan, business transition expert, professional speaker, and best-selling author of The Seller’s Journey. Denise explains how you can help clients overcome the emotional barriers to selling a business while simultaneously preparing for your own exit.
Denise discusses:
- Why creating your own exit strategy is the first step to assisting clients in their exit
- How to remain your client’s first-choice advisor when the time comes for the big liquidity event
- How to prepare your team for the transition to a new owner
- Legacy dinners, fireside chats, and other fun activities to connect with your clients
Related: How To Fulfill Your Clients’ Deepest Estate Planning Needs