Sorry, you need to enable JavaScript to visit this website.

Set the Stage for Exit Planning Engagements

Friday, November 27, 2020

We continue our blog series to help your business owner clients accurately evaluate how much money they will need before they sell their business to maintain their lifestyle. 

The Case of the Missing Two Million Dollars

Friday, November 20, 2020

In this blog series over the next few weeks, we will discuss the common dilemma many advisors have to overcome when their business owner clients come to them ready to sell their business with an inaccurate estimated value of their business. 

beauty

Beauty is in the Eye of the Beholder

Friday, November 13, 2020

In this blog series over the next few weeks, we will discuss the common dilemma many advisors have to overcome when their business owner clients come to them ready to sell their business with an inaccurate estimated value of their business. 

aim

Ready? Aim? Fire!

Friday, November 6, 2020

You will need to undergo the pre-sale process eventually. It is in your client's best interest to start this process as early as possible to have enough time to increase their business value before the sale. 

expert

Are You Known as an Exit Planning Expert?

Friday, October 30, 2020

Business owners don’t buy your services because they like you. That might be a nice bonus, but the reality is that owners buy your services to solve a business problem or seize an opportunity.

recreate the wheel

Stop Reinventing the Wheel

Friday, October 23, 2020

Sometimes business owners don't want to begin the planning process because they are overwhelmed by the complexity of the process. Keep the process simple to keep your clients or prospects engaged.

The Easy Way to Engage Owners in Exit Planning

Friday, October 16, 2020

Encouraging business owners to start the planning process can be as simple as listening to their needs and long-term goals. 

educate yourself

Don’t Let Lack of Knowledge Delay Exit Plans

Friday, October 9, 2020

Don't let you own lack of knowledge prevent you from helping your business owner clients. 

Solving the Problem for Busy Owners

Friday, October 2, 2020

In this blog post, we suggest ways to get around the far too common, "I am too busy to plan" objection. 

Phased, Succession, and Exit Planning: What’s the Difference?

Friday, September 25, 2020

Utilize a variety of planning techniques to effectively help your clients plan for the future. 

Are you ready to help your clients exit?

Have questions before getting started? Schedule a meeting with BEI or Contact Us

Schedule a Meeting to Discuss Exit Planning Solutions