About this event
Presenters: Carla Comstock and Craig Buchanan
Date: Wednesday, May 14
Time: 11:30-11:45 am ET
When your client is preparing to sell their business, it’s not just about the numbers. It’s personal. It’s emotional.
Most advisors miss the chance to go deeper because they don’t ask the legacy question. But you can. And when you do, you’re not just a financial expert, you’re a long-term partner.
In just 15 minutes, you’ll learn how to:
- Ask the one question that unlocks loyalty
- Turn a transaction into a lifetime relationship
- Strengthen trust across generations
This is part of our 3-part Philanthropy QuickHits series on business exits.
Join us for the full lineup:
May 21: Save big with pre-sale tax strategies
May 28: Tactical toolkit for complex business gifts
Sign up now and start leading the conversations that matter most.
Hosted by
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Guest speaker
Craig Buchanan BDE, Complex Assets @ RenG
Craig Buchanan partners with advisors and family offices to structure charitable gifts of business interests, private equity, and impact investments. He brings deep experience from his work designing custom portfolios at CapShift.
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Team member
Carla Comstock Charitable Strategist @ RenT
Carla Comstock, a licensed financial professional, has over a decade of expertise in financial services. As a Charitable Strategist at Ren, Carla works closely with institutional clients to drive the growth of Donor-Advised Fund (DAF) programs.
