Succession planning is a daunting undertaking for many small business owners, and your place in the process is pivotal. You can help clients see beyond the common concerns of a business valuation and sale to a more holistic strategy that addresses estate and retirement concerns critical to their own financial worth as well as their company’s.

Our planning guide walks you through the various steps required to shape your client discussions, including:

• Uncovering clients’ financial concerns
• Gathering key information about the business structure
• Steering the succession conversation on multiple levels
• Developing practical solutions that address a broad spectrum of goals