What you will learn in this video

• ✓Understand the purpose of the Financial Talent Tool and its role in Personal Readiness planning.
• ✓Learn how to identify an owner's financial skills, experience, and decision-making abilities.
• ✓Discover how financial talents can be applied to meaningful opportunities beyond business ownership.
• ✓Understand how to use the accompanying worksheet to document potential applications and guide future Personal Readiness conversations.

About this video

This lesson introduces the Financial Talent Tool and explores how business owners can continue using their financial knowledge, skills, and experience after exiting their business. You'll learn how to identify opportunities that align with their values and future goals while using the accompanying worksheet to support Personal Readiness planning.