How do you handle an emotional client when the transaction is at risk, and what are the red flags?
Paul joined an expert panel to discuss this and related topics in this September 2022 XPX Exit Planning Exchange event.
In my latest piece, I explore how advisors can shift from giving advice to building confidence—especially when working with enterprising...
Is Your Family Enterprise Thriving—or Struggling with Hidden Challenges? Enterprising families face a unique set of challenges that can...
Resolving Conflict |Preserving Relationships | Strengthening Your Business Conflict is inevitable in family businesses—but if left...
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