Preparation is Key
John Brown, Founder of BEI, and Christopher Brodman, President of Metz Lewis Brodman Must O'Keefe LLC, exchange stories about how advisors can help their business owner clients create transferable value. Chris discusses how he has met with business owners who have no idea what their plans are for the future and how he often gets new clients with an already signed letter of intent. \n\nUnfortunately, this is far too late in the process to approach an advisor to help build value in one\u2019s business. Chris explores why the more preparation a business owner can do, the more options they will have down the road. Many owners struggle with contacting an advisor early enough in the ownership transition process to make a difference. Get in front of your business owner clients and prospects as early as you can to ensure you are able to offer them a multitude of solutions.