Okay, just kidding on the bar part.

When working with multiple advisors, it’s important that each one knows their part and stays in their lane. Here’s how to work together best:

Meet in advance and agree upon who is playing what role in the process

Sit around the owner but don’t gang up. Everyone is important.

Ask initial questions to ensure we’re addressing the right pain

Take copious notes to show your interest

Discuss the roles with the owner and who solves what pain.

Speak clearly and don’t ramble. Keep it simple.

Don’t speak over one another. Your time will come.

Confirm next steps, action items, and deliverables with owner

Regroup after the meeting and assess.

I had the pleasure of being part of this process this week. It worked very well and everyone felt great about the meeting and the outcome, especially the owner.

You don’t have to work for the same company to be a part of a great team.

You just need to have a common vision -> what’s best for the client.

Rich Hall

Business Advisor | Exit Planning Advisor

www.richhallgroup.com

Originally Published on https://www.richhallgroup.com/blog

Rich Hall Certified Exit Planning Advisor | Business Advisor | Baby Boomer

Rich is a Certified Exit Planning Advisor (CEPA) and business advisor with substantial experience in business coaching, advising, leadership development, business valuation, value acceleration, succession planning, and more. Rich is also a certified Baby Boomer!

​He is a member of Silver Fox Advisors, facilitates CEO Roundtables and nationwide mastermind groups. He was recognized as one of the Top 15 Coaches in Houston in 2022.

​Rich earned his undergraduate degree in Management Science from Georgia Tech, his MBA from the University of Houston, and his CEPA certification from the Exit Planning Institute.

He is the proud father of three sons, Jeremy, Mark, and Daniel, the grateful husband to his wife Jamie, and best friends with Bucky and Riley (dogs).