Resources

Study Group Materials

Session Overviews

Session 1: The Question Nobody’s Asking

• Slides | Audio

Session 2: Know What They’ve Got

• Slides | Audio
• Rules and Regulations
  • IRS Revenue Ruling 59-60
  • AICPA SSVS-1
  • IRC 6695A

Session 3: Responding to Concerns

• Slides | Audio
• Conference Call Audio Clips
  • Intro – First Timer Advisor
  • Intro – Seasoned Pro Advisor
  • Owner Talks
  • Consultant Pivot
  • Consultant Wrap Up

Session 4: Grow What They’ve Got

• Slides | Audio

Session 5: Know Their Exit Options

• Slides | Audio

Session 6: Starting the Conversation

• Slides | Audio

Session 7: Centers of Influence

• Slides | Audio