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Category: Practice Management

Home » Practice Management

Proclamation #6: The Pursuit of Excellence Demands Commitment

Being a top value creation consultant requires action. It takes a combination of processes and practices that help navigate clients to the desired outcome.

Dan Doran on June 5, 2021

critical exit planning

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 on May 6, 2021

Exit Planning Proclamation #3 – We’ll Understand Clients’ Personal Situations

Business decisions affect both personal finances and personal goals. A value creation consultant must understand both their client’s personal and professional situations to provide effective advice.

Dan Doran on 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 on 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 on 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 their business is. Frequently, this doesn’t deliver business results. Find out what does.

Dan Doran on 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 on 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 on 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 transition early and often by providing exit planning services.

Dan Doran on 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 on March 16, 2021

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Value Scout is the first AI-driven value creation platform. It enables entrepreneurs to pinpoint their business value today, create and drive a plan to create the value they’ll need tomorrow, and exit on their terms.

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