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Help Clients Navigate Business Exit Strategies

December 15, 2022
Resource Additions

If you have clients who are business owners, it’s likely they have (or will have) questions about exit strategies. Strategies can range from selling their businesses to having the plan to pass it on to heirs.

The topic is complex, and as an advisor you are in the ideal position to lead diligent conversations that support your clients’ decisions making process. To support your efforts, you can introduce the “What Issues Should I Consider When Planning For The Sale, Disposition, or Succession Of My Business?” checklist. 

Why This Checklist Matters

Generally speaking, your clients don’t know how to approach the sale, disposition, or succession of their businesses. The checklist is a terrific conversation starter. When you use it, you’ll support your clients as they:

  • Identify an optimal successor to take over the business.
  • Consider ways to improve the business appraisal and valuation process.
  • Develop an optimal buy-sell agreement that is fair to all parties involved.
  • Understand the impact their business has on their tax and estate planning goals. 
Why This Checklist Adds Value

There may be several reasons your clients aren’t discussing exit strategies as often as they should. Perhaps the topic feels too complex, or there’s an uncomfortable emotional component. Whatever the reason, the “What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business?” checklist will give you the confidence to raise the topic with your clients.

What’s more, your clients will appreciate that you’re taking the initiative to help them plan for an event that may take place far into the future. Tieing business succession to personal financial goals offers your clients peace of mind when they know you are working holistically to help them reach their goals.

How To Introduce This Checklist To Your Clients

The “What Issues Should I Consider When Planning for The Sale, Disposition, Or Succession Of My Business?” checklist is one your business owner-clients will appreciate. Premier members can use the Public Share Link to send the checklist to a group of clients efficiently before a meeting. It’s possible that Deluxe members may want to share the white-labeled checklist with clients during a meeting and offer it as a takeaway to fuel a future conversation. For the Essentials member, consider using it to prep for meetings and be ready to ask and answer questions.

Not yet an fpPathfinder member? We can help you with that. You can visit the Become A Member page to explore Premier, Deluxe, and Essentials members and select the one that moves you closer to your goals. If you’d like a more personalized experience, register for a live demo with the fpPathfinder team. Bring your questions, and we’ll happily answer them on the spot. 

 

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What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“Thank you for creating a robust, yet very practical, planning tool.”
— Andy, an advisor in Florida
“Our team has really liked the charts and were particularly pleased with the traditional IRA vs. 401k for a business and the QBI chart.”
— Scott, an advisor in Oregon
“I just utilized one of the Roth flowcharts live on the phone with a client. It worked perfectly!”
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— Phillip, an advisor in North Carolina
“I love the new "share a link" feature. This has made it much easier to send flowcharts and checklists to our clients. Thanks for the add!”
— An advisor in Texas
“The flowcharts have helped a lot in recent discussions with the changing markets, providing us with confidence that our clients are getting the best, most accurate information.”
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Easily and quickly provide guidance to your clients. Then properly document your conversation or meeting.

Upgrade to Premier to use an interactive checklist and integrate with Redtail, Wealthbox, Salesforce Financial Cloud Services, and XLR8.

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Upgrade to Premier Membership and gain access to the Beneficiary Report. You’ll also unlock the capability to scale your client communications with the CSV upload that generates client-specific PDFs.

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