Creating a Successful Exit Plan

 The Role of the Insurance Professional

"I'd like to leave/sell my business. Can you help me?"

How you answer this question determines whether you will represent your client and his or her company in the future.

This download outlines many areas of possible involvement and work with owner-clients. It is far from exhaustive, but it does include many of the more commonly implemented tools and techniques used by Insurance Professionals during the Exit Planning Process.

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