Advisors need to ask the right questions clients that own small businesses.
“It’s who, what, why, where, when and how much,” says Nick Niemann, an Omaha, Neb., attorney wo has worked with hundreds of financial planners and their entrepreneurial clients. “Who do you think you want to transfer your business to ultimately? What is your exit so that you know what you are working towards? Why do you want to do this? What is your legacy? We need to know where you are headed.”
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