5 ways your estate planning brain is already wired to help a business

Small business owners in the United States are the lifeblood of the American economy. They create more jobs, produce more goods and services, and influence their communities in numerous ways. Currently, small businesses represent 46% of the private sector workforce and 43.5% of US gross domestic product. Helping these businesses succeed is a natural extension of your estate planning practice. In this session, you’ll receive an overview of how to add this lucrative opportunity to your practice.

1 – Diagnose: Assessing the 5 Ds of succession planning in a business

2 – Analyze: Truth is in the tax return

3 – Solve: Document production (the WealthCounsel difference)

4 – Advise: Business owners need a trusted advisor

5 – Market: If you build it, they will come