Drawing on experience with hundreds of business owners in the last year alone – paired with the unique expertise of our Client Portfolio Management Team –we’ve put together everything we believe independent advisors need to know to understand what business owners want, and how to meet their unique needs. Access our complete playbook to learn how to take advantage of the $10T potential business owner market and receive:
- Prospecting ideas
- Unique ways to attract more business owner clients for your practice
- Business sale techniques
- Learn how to help business owner clients prepare for a sale and how to most effectively manage the proceeds
- Tools you can use
- Get everything from recommended engagement questions to key terms you should know before engaging with business owners, and even a business valuation checklist
Fill out the form to receive the guide. And if you need customized analysis, consultation, and support relating to a current business owner client, reach out to Clark Capital here.
1Source: The current Rise in Small Businesses Being Sold Over the Next 10-15 Years. SCORE. December 2022
