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The leading edge of the boomers is now 72 years old. The real money in this cohort is among successful closely-held business owners.

As these businesses are about to transfer, enormous opportunities are coming to light for exit planning and legacy planning. And you will want to position yourself with the business owner before their business sells, if you expect to manage the money after the sale.

A 2018 Fidelity Charitable study found that more than 75 percent of entrepreneurs say that charitable giving is a critical part of who they are. And their median charitable giving is 50 percent more than non-entrepreneurs. Technical strategies are important, but they don’t set you apart. Asking better questions will.

Download this white paper to get philanthropy planning context and questions for establishing yourself as a transitioning business owner’s most trusted advisor.

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