In this highly interactive case-based session, wealth advisors will explore how to stop waiting for a liquidity event—and start getting paid earlier in the client relationship. By partnering with a value accelerator, advisors can unlock five key wealth management plays that every business owner needs years ahead of a sale.
Using anonymized real-world case studies and guided discussion groups, this session will show how strategic collaboration drives new opportunities for revenue, trust, and long-term retention. Attendees will learn how to cement their seat at the business-owner table before the exit—and avoid getting the post-liquidity “Heisman.” You’ll leave with practical language, facilitation tools, and a playbook to turn business value into personal wealth strategies owners will actually act on.
This session qualifies for up to:
1.5 Value Acceleration Knowledge Hours
1.5 CFP Hours
1.5 CPE Hours
