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How much are you concentrating on exit planning services for your clients?
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Trevor Mauch in Portland, Oregon

57 months ago

Hi,

I just wanted to know if any of you out there are specifically focusing on offering exit planning services and how you are doing.

I'm not talking simply helping clients get into a CRT or UPREIT, etc. I'm talking you actually help your client put together an overall plan for their exit from their business or real estate, find their goals, implement strategies so they can meet those goals, etc.

There's a big market... just wondering if you've had success.

Trevor M.

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