August 30, 2022
Advisors, Business Transition Planning, Partners
Jan Graybill, CFP®, CLU®, ChFC®, MSFS, CEPA®

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

Jan Graybill is the CEO and Managing Partner of Legacy Planning. He specializes in helping business owners and professionals transition to their next stage in life via financial planning. Since starting his career in 1980, Jan has helped countless business owners and successful professionals plan for and achieve their financial goals.

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Closing An Owner’s Value Gap

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