Are you leaving potential revenue on the table?


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Your success depends on your client success. We have a few ideas you might not have thought of...

Identifying hidden opportunities requires you to think about the level of service you provide and do so in a proactive way, often earlier than you would think. You can’t simply assume the next generation will automatically work with you, so it’s important to be intentional and consistent. This type of thinking creates long term, multi-generational engagements.

In this guide, we will share with you some ideas we have seen work well in many industries that enable you to provide more value to your clients and, of course, increase your revenue.

  • Attorneys & Law Firms
  • Business Consultants and Coaches
  • Wealth Managers, Financial Advisors, & Insurance
  • CPA's, Accountants, and Tax Planners

"The most important item I gained by obtaining training in succession planning was an understanding of the legion of drivers that impact a successful succession plan. It gave me the ability to understand my clients’ motives better (which in many instances are not fully articulated)." 

Leon M Rogers, CPA/ABV/CFF, CFE, CVA, CSP 
Managing Member, Tetrick and Bartlett

"I was always trying to find better ways to speak with business owners about succession planning. This training helped me transition from selling to asking better questions. This also enhanced my listening skills and I pivoted to teaching/consulting to their issues. I was better able to help privately held businesses move through the process of Succession, Exit and Transition."

Michael C. Valdez, AIF, CLU 
Founder & President- Business Transition Council