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VideoPodcast: Mitigating Risk in Business Valuation
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In the final segment of a four-part series on Weaver: Beyond the Numbers, T.J. Liles-Tims and Liza Bowersox discussed the nuanced process of mitigating risk in business valuation. The conversation covered actionable strategies, practical insights for professional advisors and how building stronger client relationships can lead to a meaningful impact on business outcomes.
Key Points:
- The importance of addressing potential business risks for clients proactively
- The methods for leveraging financial strategies in uncertain economic environments
- The role of advisors in building trust and understanding beyond financial metrics
Professional advisors, such as attorneys and wealth managers, can actively assess and address risks within their client’s business. T.J. and Liza share a strong belief in proactive planning, from buy-sell agreements to adjusting operating agreements, all of which can safeguard against unexpected shifts or disputes. Liza also detailed why there is value in clear communication and mutual respect among advisors and clients.
“What differentiates the professionals with lasting careers is their ability to go beyond task completion, to connect with the emotional drivers behind a client’s business decisions,” said Liza.
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The information provided in this podcast series is for educational and informational purposes only. The content shared does not constitute legal advice. Listeners are encouraged to consult with qualified legal professionals for guidance on buy-sell agreements and related legal matters.
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