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Business Advisors

How do you begin a client conversation about succession planning?

Tom is an international best-selling author and award-winning speaker. He is neither a business consultant nor is he licensed to sell financial products. His sole focus is providing advisors with training, tools and a new perspective to help families protect and transfer their wealth. His insights are direct, poignant and timely.

With Tom’s help, your clients will understand that their family and their protected wealth is their true legacy, not their business. This understanding will open the door for you to position your most appropriate services and products.

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Learn to walk your clients through building a business succession plan.

Tom speaks to groups of business advisors and guides them through the 12 Common Sense Questions from Every Family's Business. The questions lay the foundation for a viable succession plan. Tom’s three-hour Advisor Training workshop will give advisors the knowledge and confidence to walk their clients through the planning process.

Tom will teach you how to help business owners start conversations with family about the sale of their business, building client goodwill, trust and confidence.

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Family Business Facilitation What’s In Your Exit Plan?™

This “must experience” exit-planning facilitation is guaranteed to leave a lasting impression on participants and equip them to take concrete steps to work with their advisor to transition the business and protect generational wealth and family relationships

Tom Deans PhD facilitations seek answers to the 12 questions aimed at protecting family business wealth revealed in his international best-selling book, Every Family’s Business. The answers form a family blueprint to assist a controlling shareholder with his/her exit.

Click here for more information on this high-impact, results driven family business meeting.

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Business Owners Want to Talk…Help Start the Conversation

Tom knows that business owners are relieved to hear the solution to a problem that is an emotional quagmire. He has seen first-hand how leaving succession planning too late – until a family member has a health crisis or dies – can destroy family wealth and relationships, almost always in that order.

Few speakers can shake things up and get business owners thinking about succession planning like Tom. He’ll help you start conversations with your clients and, in turn, start conversations between clients and their families, conversations he knows from experience they would otherwise avoid.

Tom draws on his considerable experience as a fourth-generation family business owner to bring a completely new and timely message to aging business owners – who will need the proceeds from the sale of their business to fund their long retirements.

Wealth managers, lawyers, accountants and insurance professionals all have family business clients who need Tom’s help. Hire Tom to speak to business owners or advisors.

Book Tom to Speak