The ‘Where Am I Going?’ Client Discussion

Step 14 Taking Business Advisory into Clients  

In my last post I showed how to present your client’s Business Valuation Forecast v actual on screen and explain and model their options to close what is often a 100% gap.    

This usually provokes a deep discussion as it hits the nerve of ‘Why am I in business?’ And leads easily into issues of Exit; Recovery; Growth; Lifestyle; Effectiveness; Diversification.   

Capture these thoughts in the editable page (15) of the Business Dashboard® Report that you had prepared prior to the meeting to confirm what you got right and add or overwrite what you have just learned.   

Now stop. Book the next meeting and DON’T leave your client with anything. Take it all away saying you’ll bring a corrected final version next time. This is essential as I’ll explain in my next post.  

This fourth series of posts reveals the steps needed to provide business advice to clients by planning their business futures and then profitably collaborating in the implementation for close and permanent relationships. 

See the overview here https://www.runagood.com/consultancy/product-4 and if you wish to jump ahead to see what’s coming, ask here or to see what’s already been posted here.

Duncan Collins founded Runagood® to make practical solutions affordable for owner managers profitably for accountancy practices by pioneering AI. He has automated the 000’s of consultancy techniques he learned the hard way during 60 years of directly and indirectly running, helping, buying, selling one million businesses large and small. Ask him anything, anytime for free at duncan@runagood.com

The ‘Runagood® Business Pathway’ takes any client from start up to exit solving their every ambition and problem along the way.
…via a National Accountant Network.