Dan Hiebert PhD, CFP® is a national leader in family business succession planning. Hiebert’s humor, expertise, and meaningful real-world anecdotes make his workshops perfect for family business owners, financial planners, and wealth managers.
Additional Resources & Infomation
Signature Workshops
Succession Simplified
60-90 minutes
Perfect for meetings with key stakeholders in your family’s business, Dan Hiebert leads your team through a hands-on workshop to help you:
Assess where your family business is today, where you want it to be, and how to get it there.
Define personal core values as a business mission statement that future leadership will champion.
Develop Key financial metrics to measure your success
Foster work environments that encourage employee retention through succession transitions.
The Role of Financial Planners on African American Business Owners’ Personal Credit and Access to Capital
60-90 minutes
Perfect for small business owners, financial planners, and wealth managers, this workshop addresses the entrepreneurial financing gap by helping you:
Improve efficacy in attaining and using decentralized capital.
Avoid and mitigate discriminatory obstacles when obtaining credit.
Improve business outcomes for yourself or your clients.
Family Business Owners (FBOs) and Succession Planning: Who Uses a Planner, Who Doesn’t, and What You Can Do About It
60-90 minutes
Are you tired of wasting time and resources on leads who don’t become clients? This workshop for financial planners and wealth managers will teach you:
How to target and customize your approach for qualified FBOs.
The key psychological, emotional, and business characteristics of FBOs who work with a planner
How to overcome the emotional attachments of FBOs and get them excited to plan succession.
