30 days of closing ideas: Day 1 The first rule of closing is that it happens in the first few seconds, not at the end of some information dump presentation. #BusinessGrowthStrategy #businesscoaching #moreappointments #morerefferals #moreclients
Bernie De Souza’s Post
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The True Cost of Financial Clarity: Beyond the Bottom Line 📊 Recent news about Bench's shutdown highlights a crucial conversation in small business: the real value of financial expertise. Your Business needs to have a strong foundation. While automated accounting has it places and can support an aspect of doing more with less it often miss critical elements that supports your business: - Strategic Analysis - Partnership - Custom reporting that helps you make data-driven decisions - Real-time advisory from experienced Accountants who understand your industry At Essential Accounting, we're seeing more businesses shift from a strictly automated solution to a blend with strategic partnerships. Why? Because they've learned that financial clarity isn't just about clean books – it's about building a sustainable future. To Bench clients seeking a new path: Let's discuss how we can partner to transform your business. Quality accounting isn't a cost - it's an investment for your company's future. We currently offer hourly rates that allows you to get the help you need in the way you need it. So if you need us to jump in ASAP we can. Want to see if we are a fit to help? Schedule a call today: https://lnkd.in/gXrCUEY9 #FinancialStrategy #SmallBusinessSuccess #BusinessGrowth #AccountingServices #StrategicPlanning
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Light-hearted way to convey serious questions. Do it for your family. Learn more about these and other important considerations for your family office with a complimentary copy of "Continue Your Trade: When a Portfolio Manager Starts a Family Office"⬇️ https://lnkd.in/eHzNgbUz
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Incorporating is easier than you think! We handle the paperwork so you can focus on closing deals. 🔑 📞954-415-4515 #PaperworkSimplified #IncorporateEasy #AgentIncorporations #RealtorLife
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💡 Tuesday Tip: Don’t let the hustle of the holiday season slow down your business momentum. Capitol Lien makes due diligence seamless, so you can focus on closing deals and wrapping up the year strong. Ready to simplify your workflow? Let’s make it happen! 📜💼 #TuesdayTip #CapitolLien #BusinessSimplified
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What does modern finance look like? Planful customers share financial planning field lessons: Is modern finance a real thing - or a marketing creation? The best way to find out is directly from enterprise projects. Here are four views from Planful customers, via my interviews at Planful Perform. http://dlvr.it/T7qrF5
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Attention Wealth Advisors | Financial Advisors! 🚀 Did you know over $1.5 trillion in private business transactions occur in the U.S. each year? And here's the kicker—82% of business owners switch advisors after they sell. That’s an immense risk of losing clients and assets. What if you could change the game and become the advisor they trust both before and after their sale? With my Advisor-Aligned Business Owner Service Model, you gain a strategic partner who helps you: ✅ Retain and strengthen relationships with your business owner clients ✅ Identify and capture opportunities with new business owner prospects—even if they aren't quite ready to sell ✅ Enhance your service offering to meet clients where they are on their business journey, from growth to exit Let's strategize on how you can de-risk your practice, build long-term value with clients, and grow your assets under management with tailored M&A support! 📅 Schedule a call: https://lnkd.in/eTBrmfWk 📩 Email me: bsumme@vesticor.com Let’s secure the future of your advisory practice! #ExitPlanning #FinancialAdvisors #MergersAndAcquisitions #BusinessOwners #WealthManagement #ClientRetention #AdvisoryGrowth
Brian C. Summe
calendly.com
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Today's title tip is all about understanding closing costs. Stay informed during your closing process and reach out to our team today! www.utitle.com #BringingYouToTheClosingTable #TitleTip #TitleTipThursday
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It's New Years resolution time! Here's a method that I've doing for a couple of months now, and it has helped me stay focused on the business owner I want to be. How about you? Are there methods you have tried or hope to try to stay focused on your resolutions?
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4 step strategy to closing business: Step 1: Provide value Step 2: Provide value Step 3: Provide value Step 4: Ask for business Cheat code: if you do steps 1-3 well, you can skip step 4 😀
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