Written by Business Owners benefit when advisors partner together to deliver the best Business Value Protection Planning available. This includes Financial Advisors, CPA’s, Attorneys and others with specific skills. People who work together will create better results and better plans. Partners hold each other accountable. It is a good combination.
Planning can get complicated. Two or more advisors can give you the business owner the needed different perspectives which sometimes helps to gain clarity.
If you have questions about this let us know. We would like to talk to you about how we use partnership to benefit you.