While most planners focus exclusively on managing their clients’ liquid portfolios, they may miss a valuable opportunity to help when clients are interested in selling their closely-held businesses. Because you are a trusted adviser, clients may naturally turn to you for guidance when considering the various capital options available to them. These include, but are not limited to, an outright sale. While it’s not prudent to try to single-handedly administer such a transaction yourself, you can still add tremendous value by helping them navigate this process. Having interacted with dozens of financial advisers, here are my top three recommendations:


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