Details
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:
- Why should we talk about business succession?
- How to start the conversation with clients.
- 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
