Phased Planning With Elizabeth Mower

Business owners are busy people…- Successful business owners are very productive and sothey’ve got a lot going on in their business and personallives- And as we both know planning for their eventual exit cancontinually be put on the back burner even if they know theyneed to do it- A comprehensive plan for exit can be overwhelming…- And so… it can be tough to maintain momentum in theplanning process…tough for the client which makes it toughfor us as the exit plannersOwners can become fatigued duringthe process even when they know they need to get it done…- Getting both the business owner ready…and their businessready for a successful exit requires work in areas of tax,personal financial estate planning, planning for theunexpected and business continuity and other planningareas- And it requires added commitments of time, finances, andwork- If an engagement begins with a full explanation of all thatneeds to be addressed in a comprehensive plan it can beoverwhelming and result in little to no action by the businessowner- I think you would agree that what we’ve learned through theyears…is that a more productive approach is one thatbreaks down the comprehensive plan in phases and shorterwell-defined time frames- More than a few times we’ve heard, “I had no idea that therewas this much to plan for"- So today we want to discuss a planning approach that willmake it much easier for an owner to stay engaged untileverything that needs to be planned for is accomplished…And we have with us one of our favorite guests ElizabethMower. Elizabeth is the President for the Business Enterprise Institute.Elizabeth Mower leads a team in the development of resources,tools, materials and software that enable professionals in a varietyof disciplines accounting, legal, wealth management, businessconsultants, etc, to work with business owners to designand implement comprehensive Exit Plans.Conversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.