Empowering business owner conversations: becoming a valued advisor
Unlock growth for your practice: resources every business owner needs
Discover the untapped business owner opportunity, learn the Exit Planning Institute's (EPI) proven exit planning methodology, and see how you can become the most valued advisor in guiding owners through growth and transition.
Resources
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2025 State of Owner Readiness
PDF - 5 MBManulife Investments sponsored research on Canadian business owners which was conducted in 2025. The research report will show that we have a challenge ahead of us, whether you’re a business owner or an advisor. The data within this report serves as a call to action: to start working collaboratively to drive value within Canadian businesses so owners can live lives of impact and significance.Manulife Investments sponsored research on Canadian business owners which was conducted in 2025. The research report will show that we have a challenge ahead of us, whether you’re a business owner or an advisor. The data within this report serves as a call to action: to start working collaboratively to drive value within Canadian businesses so owners can live lives of impact and significance. -
Empowering business owner conversations: becoming the business owner’s most valuable advisor
PPTX - 32 MBIn this presentation we will discuss the business owner opportunity in detail, share the Exit Planning Institute's (EPI) proprietary exit planning methodology, and discuss the Financial Professional’s role in the process. We will also provide conversation starters so that you can have meaningful conversations with your business owner clients and prospects and; we will share tips for building your exit planning team. Finally, we will provide access to many resources from both EPI and Manulife Investments to help you excel in this space.In this presentation we will discuss the business owner opportunity in detail, share the Exit Planning Institute's (EPI) proprietary exit planning methodology, and discuss the Financial Professional’s role in the process. We will also provide conversation starters so that you can have meaningful conversations with your business owner clients and prospects and; we will share tips for building your exit planning team. Finally, we will provide access to many resources from both EPI and Manulife Investments to help you excel in this space. -
The Value Acceleration Methodology
PDF - 110 KBThis flyer provides a visual of the Value Acceleration Methodology to help you understand how this process works and identify the role of the financial professional during exit planning.This flyer provides a visual of the Value Acceleration Methodology to help you understand how this process works and identify the role of the financial professional during exit planning. -
Five things every business owner should know about exit planning
PDF - 9 MBUse this whitepaper to explore the following five topics: five stages of value maturity, the importance of the four intangible capitals in your business, the three legs and gaps in your exit strategy, the two concurrent paths in your exit plan, and one goal of exit planning.Use this whitepaper to explore the following five topics: five stages of value maturity, the importance of the four intangible capitals in your business, the three legs and gaps in your exit strategy, the two concurrent paths in your exit plan, and one goal of exit planning. -
Guide to exit planning conversations
PDF - 527 KBConducting deep discovery with clients and prospects is something that most Financial Professionals excel at. However, when working with business owner clients, you will want to take those skills to the next level. This presents a great opportunity for Financial Professionals to play the role of “quarterback” on the exit advisory team and build relationships with business owners so that they are embedded on their advisory team when a liquidity event occurs. And that all starts with conversations and discovery questions.Conducting deep discovery with clients and prospects is something that most Financial Professionals excel at. However, when working with business owner clients, you will want to take those skills to the next level. This presents a great opportunity for Financial Professionals to play the role of “quarterback” on the exit advisory team and build relationships with business owners so that they are embedded on their advisory team when a liquidity event occurs. And that all starts with conversations and discovery questions. -
Financial planning checklist for business owners
PDF - 767 KBUse this checklist to hone in on potentially neglected areas of your clients' finances. It's a first step to helping them develop a holistic money management strategy that works for their business and their life.Use this checklist to hone in on potentially neglected areas of your clients' finances. It's a first step to helping them develop a holistic money management strategy that works for their business and their life. -
Estate planning essentials checklist
PDF - 904 KBNo matter your age, whether or not you have dependents, or are married, estate planning is your opportunity to prioritize your wishes and what matters most to you. This estate planning essentials checklist will help you think through the various elements of an estate plan and organize the details for your estate attorney.No matter your age, whether or not you have dependents, or are married, estate planning is your opportunity to prioritize your wishes and what matters most to you. This estate planning essentials checklist will help you think through the various elements of an estate plan and organize the details for your estate attorney.
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Important disclosures
Important disclosures
The information provided in this presentation is for advisor use only and is not intended for the general public.
All overviews and commentary are intended to be general in nature and for current interest. While helpful, these overviews are no substitute for professional tax, investment or legal advice. Clients should seek professional advice for their particular situation. Neither Manulife, Manulife Investment Management Limited, Manulife Investments, nor any of their affiliates or representatives is providing tax, investment or legal advice.
This material was prepared solely for informational purposes, does not constitute an offer or an invitation by or on behalf of Manulife Investments to any person to buy or sell any security and is no indication of trading intent in any fund or account managed by Manulife Investments. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. Unless otherwise specified, all data is sourced from Manulife Investments. Manulife Investments is a trade name of Manulife Investment Management Limited.
Certain statements contained in this communication are based in whole or in part on information provided by third parties and Manulife Investments has taken reasonable steps to ensure their accuracy but can’t be held liable for such information being inaccurate. Market conditions may change which may impact the information contained in this document.
Manulife Investments is a trade name of Manulife Investment Management Limited. Manulife, Manulife & Design, Stylized M Design, and Manulife Investments are trademarks of The Manufacturers Life Insurance Company and are used by it and by its affiliates under license.
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