What you will learn in this video

• ✓Understand the purpose of the Stakeholder Tool and its role in business transition planning.
• ✓Learn how to identify key stakeholders, including family members, employees, partners, customers, and vendors.
• ✓Discover how to evaluate each stakeholder's needs, expectations, and desired outcomes during a business transition.
• ✓Understand how to use the accompanying worksheets and email templates to plan thoughtful conversations and manage stakeholder relationships.

About this video

This lesson introduces the Stakeholder Tool and helps advisors guide business owners in understanding how a business transition may affect the people around them. You'll learn how to identify key stakeholders, consider their needs, define desired outcomes, and develop practical actions to support a thoughtful and well-managed transition.