Lee Robertson - selling to the team, protecting the business for them and their clients

The Financial Life Coach Podcast - Un pódcast de The Financial Planning Training Academy

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Lee's advice when you are planning to sell and exit your business

  1. Start early
  2. Have grown up discussions
  3. Have those facilitated by the company lawyer
  4. Decide on how and when to involve the team, don't wait for them to find out
  5. Don't make it personal
  6. Keep it honest and transparent
  7. Pay for the best possible advice

@leerobertson64

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