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August 8, 2023
8:00AM - 9:15AM

FPA Central Ohio presents Getting Clients to Prepare for Life After Business

Presented by Isaiah Stidham, Featured Platinum Partner Charles Schwab

Fawcett Center

Getting Clients to Prepare for Life After Business

Tuesday, August 8, 2023

presented by

Isaiah Stidham

There is a tremendous amount of wealth in the US tied up in business ownership. However, many statistics show that most business owners are not ready for their eventual succession or exit. The result is that the vast majority of business owners do not consider their succession satisfying and a success. There are clear steps that we can take to improve these statistics with our clients.

Learning Objectives:

  1. Why should we talk about business succession?
  2. How to start the conversation with clients.
  3. How to plan with clients that own businesses.

To View Isaiah's Presentation, visit the following link:

Getting Clients to Prepare for Life After Business

 

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