Exit Is Now - Plan Accordingly With Scott Snider cover image

Industry Trends and Statistics with Amy Wirtz

Exit Is Now - Plan Accordingly With Scott Snider

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Advisory Evolution in Rural Business

This chapter delves into the complexities business owners encounter when choosing professional advisors in rural areas, particularly as existing advisors retire. It discusses the significant shift in trust and roles between accountants and wealth advisors, alongside the evolving needs for education among different generations of business owners. The chapter also highlights the growth of the SEPA community and its increasing importance in business exit planning amidst a changing financial landscape.

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