Help Your Clients Find Clarity

Published: Dec. 30, 2021, 3 p.m.

b'Jared Johnson, CEO of BEI, and Ashley Micciche, Business Exit & Retirement Advisor for True North Retirement Advisors, talk about the different exit paths an owner can take. Ashley highlights how she is still surprised by the lack of clarity owners have on their futures. Business owners are typically overwhelmed with the number of paths they can take when planning for the ownership transfer of their business. Tune in to learn how to coax the answer out of your clients on where they genuinely want to be in the next five to ten years and how you can help them prioritize and weigh their options.'