Complimentary White Paper

What to Ask Your Business Owning Clients
Help support your clients with their greatest asset.
After witnessing or experiencing the devastation that the COVID-19 pandemic has wreaked on tens of thousands of businesses across the U.S., business owners are now thinking about the future more than ever.

Many business owners have the majority of their net worth tied up in their companies - and they may have recently reprioritized what most important to them.

This white paper carefully covers some questions and talking points to help you prepare for a conversation with your business owner clients, such as:

  • How to discuss succession planning conversations
  • What an exit plan might look like
  • How to begin thinking about a formal valuation

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