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Show highlights include:
*The universal importance of exit planning
*An exploration of the psychological aspects behind the decision of why someone chooses to leave their business.
*Why it is crucial to have the ability to accurately assess what a business is truly worth, whether it is your own or someone else’s.
*Some of the clever methods that financial advisors can utilize to start exit planning conversations with business owners.
Between Frank and Dan’s insightful expertise, listeners will have gained valuable perspectives on exit planning and how to apply these insights to their own business. As we navigate the intricate landscape of business transitions, the conversation serves as an indispensable guide for financial advisors and business owners, emphasizing the significance of thoughtful exit strategies. Tune in for a wealth of knowledge that resonates with the core of every entrepreneur's journey.
Disclaimer:
Daniel Prisciotta is a registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Network is the marketing name for Lincoln Financial Securities Corporation and Lincoln Financial Advisors Corp., affiliates of Lincoln Financial Group. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Equity Strategies Group LLC is not an affiliate of Lincoln Financial Advisors Corp. CRN-6139024-120523
4.8
9292 ratings
Show highlights include:
*The universal importance of exit planning
*An exploration of the psychological aspects behind the decision of why someone chooses to leave their business.
*Why it is crucial to have the ability to accurately assess what a business is truly worth, whether it is your own or someone else’s.
*Some of the clever methods that financial advisors can utilize to start exit planning conversations with business owners.
Between Frank and Dan’s insightful expertise, listeners will have gained valuable perspectives on exit planning and how to apply these insights to their own business. As we navigate the intricate landscape of business transitions, the conversation serves as an indispensable guide for financial advisors and business owners, emphasizing the significance of thoughtful exit strategies. Tune in for a wealth of knowledge that resonates with the core of every entrepreneur's journey.
Disclaimer:
Daniel Prisciotta is a registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Network is the marketing name for Lincoln Financial Securities Corporation and Lincoln Financial Advisors Corp., affiliates of Lincoln Financial Group. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Equity Strategies Group LLC is not an affiliate of Lincoln Financial Advisors Corp. CRN-6139024-120523
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