Webinar Replay
What Every Advisor Must Know About Business Transitions
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WHAT YOU'LL LEARN:
Designed for advisors, this session provides practical advice on leading and facilitating succession strategies, overcoming common roadblocks, and ensuring smooth ownership transitions that fulfill clients' goals.
Effective Transition Planning: Learn how to develop comprehensive business transition plans that address all critical aspects of ownership change.
Overcoming Challenges: Understand the common obstacles in succession planning and how to effectively navigate them.
Best Practices: Discover proven strategies for ensuring a smooth and efficient leadership transition.
Family Dynamics: Gain insights into managing family dynamics and governance issues that impact business transitions.
Financial and Legal Considerations: Learn about the key financial and legal elements that need to be addressed in succession planning.
Interactive Q&A: Engage with Michael Valdez and get answers to your specific questions and concerns.
KENDALL RAWLS
Director of development, ISPA
Kendall Rawls is the Director of Development for ISPA who knows and understands the challenges that impact the success of an entrepreneurial owned business. Her unique perspective comes not only from her educational background but, more importantly, from her experience as a second-generation family member employee of The Rawls Group - Business Succession Planners.
CO-HOSTS
JOE GIRARD
SALES PERFORMANCE COACH, CHANGE GROW ACHIEVE
Joe Girard is a sales performance coach and consultant from Victoria, British Columbia Canada. His mission is to rid the world of "salesy weirdos" and help people sell like humans. Joe has worked in sales for 25 years, from being a sales rep to manager and trainer to now helping coach and train companies around the world. He believes that it's not what he puts into people, but rather what he can pull out of them to find their unique opportunities. His understanding of the sales mentality coupled with complex strategic thinking allows Joe to find creative ways to solve challenges and make them fun.
"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