Broker Check

Closing An Owner’s Value Gap

When working with business owner clients, advisors play a crucial role in understanding business value and how that impacts the salability of the business. Jan Graybill recently presented a webinar with The Exit Planning Institute where he highlighted the necessary role CEPAs play in providing business owners with holistic exit planning and closing the owner’s value gap. 

Jan shared 10 Steps to help an owner close their Value Gap

1. Review Your Estate Plan

2. Create an Emergency Management Plan

3. Institute a Board of Directors or Advisory Board

Continue reading the article below for the full list:
10 Steps to Close An Owner’s Value Gap: Expert Insights from Jan Graybill


View your wealth management website

Investor 360

View your Commonwealth accounts