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knowing their finances)
understanding lending criteria
000 | 3 Available
Financial advisors estimate that 80% of an owner’s net worth is locked in their businesses
and real-world examples
Thrivent: Exit Planning Core Knowledge Program 2025 Chapter Memberships and Sponsorships knowing their finances)The following courses, materials, and support have been compiled into an educational program for advisors at Thrivent who would benefit from an introduction to exit planning and the Value Acceleration Methodology. This program will provide participants with the knowledge to better help business owners plan holistically for the eventual transition from their company and how to engage in meaningful conversations with business owners to empower them to
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