This comprehensive guide will walk you through the client onboarding process, highlight key milestones, and provide insights into effective communication strategies. Many clients face uncertainty during their initial interactions, which can lead to anxiety and miscommunication. By addressing these concerns upfront, you can foster a more productive and satisfying experience, ensuring a strong foundation for mutual growth and success.

The Mental Readiness Index (MRI) is a tool used in exit planning to measure how emotionally and psychologically prepared a business owner is to transition out of their business. It’s not about financials or operations—it’s about the owner’s mindset, goals, and readiness to let go.