Customized for the desk of
Patricia Nguyen
Hi Patricia, Thank you for making time to meet. Selling a company you spent decades building, and then living well on what it becomes, are two decisions that have to be planned as one. That is the work I enjoy most, so I’ve set out a few things here to help our first conversation start further along. You’ll find a short introduction from me, a second piece on how Beacon works and exactly how we are paid, and a set of guides, including the ten questions I’d ask any advisor before hiring one, me included. If you open only one thing, make it The Founder’s Exit Program. Bring whatever is on your mind, especially the questions that keep you up at night. I have no agenda beyond understanding what you want the next twenty years to look like. Warmly, Jennifer Senior Wealth Advisor