The Owner Dependency Tax™ Series
Advisors, partners, perspectives — one goal: your client's freedom. The question to ask every owner you work with, and what to do with the answer.
By Joe Lorenz | Growth Advisor | BEI Owner Based Planner | Former Vistage Chair | Former EOS Implementer
Owner dependency from every chair at the table — and the shared language to do something about it.
Attorney, CPA, wealth advisor, partner, key employee, buyer — how owner dependency looks and what it threatens from each seat.
"If you disappeared next Tuesday, what breaks first?" — and how to read the answer you get.
The transaction you've been building for three years unravels at diligence when the business can't run without the owner.
How to route an owner through the assessment and the Sprint, then pick up a materially more transferable business.
One framework and one scorecard every advisor around the client can point to — so the advice stops contradicting itself.
Attorneys, CPAs, wealth advisors, M&A advisors, and consultants who serve owner-led businesses and want the deal to close.
Identify owner-dependency risk before it derails a deal. Send the owner in — they do the work, you get back a client who's ready.
See the ODT assessment your clients take → · See the full three-book series →