Corporate Consulting
Exit Planning Team Workshop
A three hour workshop designed for professional advisor firms such as financial advisors, CPAs, attorneys, and insurance agents. This workshop is designed for those who wish to provide their professional services and products to exiting business owners, but who do not wish to manage the exit planning process themselves.
This workshop will show you how to:
- Increase revenues as an exit planning team member
- Use exit planning as a marketing tool to cross sell to existing clients
- Use exit planning to prospect for new clients
- Participate on an exit planning team
- Connect with exit planners who need you on their team
- Work collaboratively with other professionals on the team
Testimonials
"Excellent workshop and presentation. Delivery was smooth, concise, and effective. Case studies were effective and interesting".
"Excellent session for firms wanting to enter the arena of exit planning services. The course layed a solid foundation."
"Great job. Great information. Really liked the 'team structure'".
"The case studies were a great addition".
"Joan is an effective presenter and educator in her area of expertise and has a wealth of experiences to share from the trenches in her field."
"What a terrific morning! Thank you both for a thoroughly enjoyable and educational experience today. Great materials, lively discussion, and the case studies in particular were a real hit!"
"I very much enjoyed the format and content of the overall discussion".
"You both did an excellent job of facilitation ... bringing the entire audience into the discussion".
Call today for details and a fee quote (214-692-9192)
Webinars
Joan will design and host a series of webinars that explore exit planning topics. Joan selects and interviews key experts related to your company’s products, service offerings, and target markets. Webinars can be recorded for future access by company employees and distributed by them to their clients. On-air retention rate is quite high, averaging near 95%.
Testimonials
“The topics have certainly been of interest thus far. It’s important for the interviewer to have situational experience in order to draw out issues relevant to the participants.” MR, CPA, CVA
“Very professional” John Warrillow, author, consultant, former business owner, and webinar guest
“ I like the way Joan uses the interview format. It keeps the guest focused on how his topic relates to exit planning.” JT, CFA, CFP
Call today for details and a fee quote (214-692-9192)
Articles
Joan will write articles related to business exit planning for company and client communications. Articles are content-rich and instructive, pointing out opportunities to promote company products and services. They can be posted on websites, and distributed to clients, prospects, and referral sources electronically, in hard copy, or on a disc. The on-line open rate for previously published articles has ranged from 35% to 65% on average.
Call today for details and a fee quote (214-692-9192)