2021 National Exit Planners Survey Report (Digital Download)
$79.00
If you received a code for a free or discounted copy of the report, you will be able to enter your code at checkout.
This is the first-ever comprehensive look at the exit planning industry. Advisors from 43 states and 7 countries answered 40 questions about their marketing, practice structures, their clients, fees and methods. This 48-page report analyzes the responses by profession, size of practice, certifications and experience. If you want to better understand the industry and its practitioners, get your copy today.
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Description
Over 3,000,000 Baby Boomers are preparing to transition from their businesses. A professional subspecialty has developed to meet their needs. It encompasses accountants, attorneys, consultants, coaches and other advisors. This exit planners survey is the first comprehensive look at both the industry and its practitioners. The purpose is to understand how exit planners work with clients and each other.
