3 Steps to Smarter Succession: Protect your clients with proactive estate planning.

Accountants love saving their clients' assets from tax -but often miss the iceberg up ahead.

david

“Beyond lawyers, beyond hoping for the best —estate planning is about doing what matters for your clients.".

David Boyar

CEO

When an unexpected death occurs, keep your clients from chaos.

You’ll find inside

  • How to quantify the value of your services
  • How to onboard clients and drive growth
  • How to marry your pricing with the value you offer

You’ll get the benefits

  • Educate clients about your impact
  • Stop giving away valuable advice for free
  • Benchmark your pricing against industry norms