A Challenge for New Clients: How to Choose a Trusted Advisor
If you’re in business for yourself, you have a unique opportunity to build wealth in an asset class that others don’t have: equity in a business enterprise that some day may be sold for millions of dollars. In addition, that business can spin off income for family members that can provide significant tax advantages, done well. Understanding how to realize on this asset requires the help of a trusted financial advisory team. Who should be on that team and how do you find them? This is a challenge your next new business clients may wrestle with. Here are some tips on how you can open discussions to help them:Business Succession Planning in High Demand
Provide the guidance you clients need by identifying key personnel and financial issues that should be considered before transitioning the business. Learn conveniently online and qualify for 30 CE/CPD credits before year end. Choose Fundamentals of Succession Planning by November 6 and save $200 on tax deductible tuition fees.
