Do you know what percentage of your clients are running their own business or are part of a family-owned business?

As their professional advisor, your clients expect you to alert them before danger strikes.

In the US there are 31.7 million small businesses and only 6 million of them employ paid workers!?

A small business is one that employs less than 500 employees.

Even though agreements and special advice for business owners are readily available, the day-to-day demands and the non-urgency at the moment is the perfect recipe for succession planning to be put off until it is too late.

If that family-owned business owner client was no longer able to independently manage their business, less than 25% have a succession plan in place.

By enlightening your business owner clients about the importance of being prepared in advance of a health crisis you can help them to feel more in control and be ready as life happens.

Your clients don't know what they don't know. When they are busy and depending on themselves to run their business, they need professional input from a trusted source for those things they are not tending to that can become a disaster in the future.

You're in a unique position to help your clients create solid and well-thought-out plans.

Need support with helping your clients to create an emergency and end of life plan? Let's chat.

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