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Exit Planning Advisor System

Picture of George Sandmann, Founder George Sandmann, Founder : Dec 12, 2023 2:58:30 PM

Winning New Engagements Exit Planning

The is no such thing as an 'exit planner'. But there are LOTS of pros providing exit planning services - and we love them. The exit plan is the ultimate strategic plan because it connects personal and professional goals at the same point on the horizon. Do you want to see how the Growth-Drive System supports your Exit Planning Services? 

Check it out. In this 3+ minute video George highlights the tools that all pros can use - whether you're a wealth or insurance advisor, CPA, Management Consultant, M&A Pro, or Fractional CFO. Exit planning is a team game, and we support and celebrate your work. 

 

We are proud to be attracting so many exit planners to this great community, and excited about our strategic relationship with the Business Enterprise Institute. Check out their new Owner-Based Planning program that is a powerful intersection between Growth Advisors and Wealth & Insurance Pros. 

We'd love to know what you think and answer your questions. Please email support@growth-drive.com. 
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