This podcast episode discusses how accountants can add value to their clients by offering exit planning advisory services. The guest, Chris Tab, a certified exit planning advisor, explains the importance of exit planning and how it can help business owners achieve a better financial outcome when selling their businesses.
Key points:
- The importance of exit planning: Exit planning is a comprehensive process that helps business owners prepare for the sale of their business. It involves financial planning, business valuation, and strategic planning.
- The role of accountants in exit planning: Accountants can play a key role in exit planning by providing financial advice, tax planning, and other services.
- How to add exit planning services to your practice: Accountants can partner with exit planning advisors to offer these services to their clients.
- The benefits of offering exit planning services: Exit planning can help accountants generate additional revenue, improve client relationships, and differentiate their practice.
Overall, this podcast episode provides valuable insights for accountants who want to add value to their clients and grow their businesses.
