Owners’ Take – Perception of Advisors During the Pandemic Survey results show that only 30 percent of value advisors met or exceeded their clients' expectations during pandemic. Why? Dan Doran May 6, 2021
Exit Planning Proclamation #3 – We Will Understand Our Clients’ Personal Situations Business decisions affect both personal finances and personal goals. A value creation consultant must understand both their client's personal and prof… Dan Doran April 22, 2021
Proclamation #2 – We Will Truly Understand Our Clients’ Businesses Being a successful exit planning consultant requires deep understanding of our clients' businesses. Dan Doran April 21, 2021
Exit Planning Proclamation #1 – We Will Be Advisors First, Experts Later Business owners want their advisors to do more than merely offer advice. They want advisors to serve as coaches and accountability partners, too. Dan Doran April 20, 2021
Exit Planning Secret #5 – Don’t Be Just Another Hammer Every entrepreneurial journey differs. Too many advisors come to their clients with the same solutions they bring to everyone, regardless of what thei… Dan Doran April 14, 2021
A Full Lead Pipeline Must be in Your Exit Plan Combine the four C's of selling your service with a succinct video to engage your target audience and convert them into clients. Shawn Butler April 12, 2021
Improve – Phase 3 of the Exit Planning 2.0 Framework How to cascade long-term strategic goals down into an annual plan, business operating system, and risk reduction program to drive value creation. Dan Doran April 1, 2021
Exit Planning Consulting for CPAs. Where to Start? Many business owners are ill-prepared to exit their business when the time comes. CPAs are uniquely positioned to help clients plan for their future t… Dan Doran March 17, 2021
Define the Problem – Phase 1 of the Exit Planning 2.0 Framework To start an exit planning process we need to be clear where we're starting from and where we're trying to get. Dan Doran March 16, 2021
Exit Planning Secret #2 — Be Deeply Present in Your Clients’ Businesses To be highly successful at this work you have to develop a thorough understanding of how your clients' businesses actually work – how they generate … Dan Doran March 11, 2021