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Stop Waiting for the Cat to Bark: Moving Owners to Action

Wednesday, November 20, 2019
8 am – 10 am
Fluno Center, Second Floor Room 219

Advisors to business owners often say, “I should get a fee for counseling services”. This sentiment reflects the common experience that the exit/transition process is at its core, a profoundly emotional event. The tangible result of the owner’s emotional angst is often resistance, self-sabotage, deal failure, and the destruction of wealth and legacy. This phenomenon is not new, but there is very little accessible research and knowledge to help advisors navigate the waters of owner psychology. As a result, many advisors are interacting with owners in ways that are the equivalent of waiting for the cat to sit, stay, roll over, and bark.

Dr. Taylor’s PhD based research and work with owners across the country provides advisors with fresh insights into the mind of the owner. On a very practical level we will discuss how these insights can help the advisor increase the potential for moving owners to action and increase their ROI at the same time.

Who Should Attend

Anyone who works with family owned businesses as a service provider or advisor on financial and legal issues related to exit/transition planning. Anyone who advises family businesses on key business decisions and would like a better understanding of their clients.

Attorney, Accountant, Financial Advisor, Investment advisor, Banker, Family office executive, etc.

Key Takeaways:

  • Understand the 5 characteristics of successful entrepreneurs and how they may negatively impact the owner’s transition process
  • Learn how to work with an owners resistance rather than against it
  • Understand the key behaviors that are critical to determining an owner’s inclination to exit successfully
  • Learn how to increase deal and client ROI by focusing on the right owners at the right time

Dr. Allie Taylor, Orange Kiwi

Dr. Taylor brings a powerful combination of psychological understanding, academic research, and hands-on business experience to her work with owners and their advisors. Recognizing that the success of a business will be directly proportional to the greatness of the owner(s), Allie helps owners leverage their psychology to get the business results they are looking for at points of significant transition.

When it comes to the three most significant transitions owners face (scaling through barriers, selling, and engaging in family succession) the deck is stacked against success. Allie is determined to disrupt the current ecosystem that drives owners to experience a costly and confusing transition journey. Her experience as both a family business owner and an advisor to successful owners combined with rigorous academic research allows her to help owners achieve the clarity and control they need to achieve success.