The Process of Exit Planning: Being a Trusted Adviser in the Know

Whether you are actively involved with business owner clients currently in the throes of exit planning, the odds are you will be if owners are your primary clientele. Many owners have still to plan and execute their transitions, even though they know their time to do so is quickly waning. Being a trusted adviser means taking initiative with your clients to help them get the process started, but how do you do that? Even if you are familiar with some aspects of Exit Planning, you can fully expect to take away actionable content that will help you be a better adviser to your business owner clients.

Join EBITDA Partners and Julie Keyes as we explore the Exit Planning process and how being more in the know will help you grow your practice!

Agenda:

• Registration from 7:00 – 7:30 AM
• Hot breakfast Buffet from 7:15 to 7:45 AM
• Presentation at 8:00 AM
• Adjournment at 9:00 AM

Building & Parking Info: The meeting will be held at the DoubleTree by Hilton Hotel in St. Lois Park, in the Spring Room.