• Capturing the Heart and Mind of the Business Owner

  • Aug 1 2024
  • Length: 12 mins
  • Podcast

Capturing the Heart and Mind of the Business Owner

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  • Summary

  • In this episode, Matt underscores the significance of connecting with business owners regarding their future plans, especially in anticipation of upcoming wealth transfers. He emphasizes the importance of delivering comprehensive balance sheet advice, instilling a sense of urgency, and tackling the emotional and financial aspects of transitions. Additionally, Matt highlights the importance of offering thorough business valuation services to assist business owners in evaluating their company's value and identifying areas for enhancement.
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