First up in our latest blog series, learn how to handle the first of several key business-owner hot buttons: The Departure of a Key Employee. Read through a real-life scenario and how an advisor equipped with BEI Exit Panning tools can best navigate the situation
We sat down with BEI Member, Ashley Blessing, to learn how she began her career in Exit Planning and where she predicts the industry is heading into this new year.
Business owners are often faced with challenges in determining who is best fit to take over the family business. Explore some key considerations to help navigate through your Exit Planning process.
Before you jump to the conclusion that your business owner client will transition the ownership of their family business to their children, be sure so walk through a few of these questions first.
The question we ask in this post is: Is it possible to gain enough knowledge of Exit Planning via this blog and similar online resources to keep clients and gain more?
Lawrence Bogar, AEP, AWMA, an associate member of MRA Advisory Group, discusses how he has found success by getting more than surface-level responses from his clients.
