Which of the following is not a key factor to use in your approach at the deliverable workshop?

The primary focus at the deliverable workshop is to ensure that the business owner not only understands the exit planning process but also feels empowered to take actionable steps moving forward. Getting agreement on next steps is crucial because it helps both the advisor and the business owner clarify their roles and responsibilities, ensuring that everyone is aligned and committed to the path ahead.

Developing relationships is equally important, as a strong rapport fosters trust and open communication, which are essential components in guiding the business owner through the often emotional process of exit planning. Avoiding information overload is also a key factor, as presenting too much information at once can overwhelm the business owner, making it difficult for them to process the necessary decisions regarding their exit strategy effectively.

While keeping the owner focused on their life after the plan is significant in the overall exit planning process and may be addressed in other contexts, it is not a specific key factor during the deliverable workshop. The workshop tends to be more oriented around the immediate and practical aspects of the exit strategy rather than philosophical considerations about life post-exit.