Summary: Advisers have a unique opportunity to help entrepreneurs who may not have considered developing an exit plan from their business. It starts with a conversation that doesn't leave wealth managers looking like they are nosing around or foolish because they are asking about a client’s business.
 Entrepreneurs are notorious for being happily immersed in the day-to-day of a business. Many miss that once they sell. Reinvesting assets into a new business can all be part and parcel of the client’s customized financial plan. In the end, this may be the most valuable role an adviser can play for the business-owing client."Chris Bouck, co-founder, SDR Ventures.. |
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