Engaging Successful Business Owners is Easy!
To effectively engage owners, advisors must approach owners through methods that recognize the specific needs and challenges of successful business owners.
Championship Advisor Teams: A Super Bowl Strategy for Exit Planning
It’s Super Bowl Weekend! As the San Francisco 49ers get ready to take on the reigning champs in the Kansas City Chiefs, business owners around the country are looking to exit their businesses, but might not have the right resources to reach all of their goals at the time of their exit. Boost business exits with a Super Bowl plan: Form an elite advisor team, focusing on expertise, early strategy, and execution for a seamless transition.
The Power of Collective Expertise in The Business Value Conversation
Collaborative expertise can lead to a remarkable increase in business value. In today’s evolving business world, the synergy of collective knowledge isn’t just beneficial – it’s essential.
Helping Owners Avoid Business Risk: Opportunities for Owner-Based Planners
Owners focus on growing their companies and forget business risk. We suggest advisors share the importance of having a professional review existing coverage.
Give Business Owners What They Want: Growing & Protecting Business Cash Flow and Value
BEI’s Owner-Based Planning (OBP) is a suite of training, marketing tools & deliverables that equips you to help business owners grow and protect business value.
Elevating Your Advisory Practice in 2024: The Power of Exit Planning and Owner-Based Planning
In 2024, the advisor requires an owner-centric approach to planning with an advisory practice that offers the services owners need to grow and protect value.
