Episode Details

Every business owner will leave their business one day, voluntarily or involuntarily. It’s a matter of WHEN, not IF.

So, it’s important to start planning for this inflection point well ahead of time — both technically and emotionally.

In this episode, Duncan MacPherson speaks with Denise Logan, business transition expert, professional speaker, and best-selling author of The Seller’s Journey. Denise explains how you can help clients overcome the emotional barriers to selling a business while simultaneously preparing for your own exit.

Denise discusses:

• Why creating your own exit strategy is the first step to assisting clients in their exit
• How to remain your client’s first-choice advisor when the time comes for the big liquidity event
• How to prepare your team for the transition to a new owner
• Legacy dinners, fireside chats, and other fun activities to connect with your clients
• And more

Resources:

• “The Seller’s Journey: A Business Fable about Navigating the Emotional Obstacles to Selling Your Business” by Denise Logan 
• Is Dying at Your Desk Noble or Tragic?
• The Legacy Dinner
• Fireside Chat
• “Marketing to the Affluent” by Thomas Stanley
• “The Millionaire Next Door: The Surprising Secrets of America’s Wealthy” by Thomas Stanley and William Danko
• “Think and Grow Rich” by Napoleon Hill

Connect With Duncan:

• Pareto Systems 
• 1.866.593.8020
• Schedule a Call

• Listen Now