Our Confidential Discovery meeting generally lasts about two hours and can take place in your office or at a remote location of your choosing. During the meeting we will explore these areas:
- Overview of exit planning and its benefits
- Apex Exit Advisors’ philosophy, capability, approach and exit planning processes
- Get to know you, your goals, time frame, and expectations, and fully answer your questions.
- Mutually determine if our services (either by providing a comprehensive plan or implementing the components that address your timing and situation) will work with your needs to achieve your mountain journey to the 2% Exit Club℠.
With mutual agreement, we’ll set the stage for the next step: the Assessment Process.
