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Selling a business is a monumental decision, filled with considerations that can significantly impact the owner’s future.
How can advisors provide real value beyond investment advice during this crucial transition?
In this episode, Referral Coach Bill Cates interviews Scott Bushkie, CBI, M&AMI, CM&AP, founder of Cornerstone Business Services, about the key steps and considerations involved in selling a business. Scott shares findings from a national study on business owners’ perspectives on their financial advisors during this process. He also provides guidance for advisors looking to assist their clients through a business sale.
Scott discusses:
- (06:03) The top reasons business owners switch advisors after selling
- (08:52) Key proactive moves advisors can make to maintain their client relationships
- (18:20) The importance of teamwork in selling and enhancing business value
- (24:29) Why it’s crucial to involve a team and never accept unsolicited offers blindly
- (30:31) Real-life case studies demonstrating successful business sales and advisor retention
- …And more!
Related: How to Exit Your Business and Maximize What You Walk Away With