resources
Find what you are looking for:
resources by topic
exit planning for the women entrepreneur
Despite the leaps and bounds towards gender equality society has made in the last few decades, working with women entrepreneurs remains an untapped market for transition planners. As a professional advisor, it is critical for you to understand the different approaches women typically take to owning a business so you can offer them the most impactful advice.
Julie Keyes, in a May 2022 EPI webinar, shares her experiences as a business owner and working with other women entrepreneurs so you get a feel for:
What to expect
How to use your knowledge strategically
Common obstacles and how to address them
More than 40% of businesses in America are currently owned by women. This webinar will help position you to provide immediate value to women business owners, so you don’t miss out on quality clientele and they get the advice they deserve.
the importance of a team approach in business transtion planning
Pick any team sport and there are specific skills needed to be victorious and have positive outcomes. The same is true for any large endeavor.
Transitioning from business ownership is likely one of the largest decisions and processes you will undertake. It is important to have a team around you advocating and supporting you through the experience.
how do I beat the transition odds?
The statistics for owners who successfully transition out of their businesses are alarming and can be paralyzing. There are steps you can take today to put you in the driver's seat and improve your odds no matter how near or far you plan to transition.
How do I beat the transition odds? If you are a business owner, the answer to this question is important to you.
the 3 things that motivate owners to get transition ready
Sean Hutchinson appeared on the Poised for Exit podcast with host Julie Keyes to talk about what motivates business owners.