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customer Concentration

Is Customer Concentration a Problem for Your Clients?

Friday, June 18, 2021

In this blog post, we discuss the importance of diversifying your customer base to help increase business value. 

Image of Man Facing a Wall with Question Mark illustrations

Differentiate Your Practice by Asking the Value Question 

Friday, June 11, 2021

Being able to have those hard conversations about building value will set you apart from your peers. 

How to Increase Business Value

Friday, June 4, 2021

A business is worthless without transferable value. Help your clients focus on their top value drivers to build value before they go to market.

Behind the Scenes - Prepare for All Potential Outcomes

Friday, May 28, 2021

Keven Prather compares advising business owners to his experience in the military: prepared for all potential outcomes.

exit planning

The #1 Reason Advisors Become Exit Planners

Friday, May 21, 2021

Over the years, we have discovered that most successful advisors do what they do because they genuinely want to make a significant difference in the lives of their owner-clients.

Exit Planning experise

Don’t Get Left Out in the Cold 

Friday, May 14, 2021

Don't lose valuable owner clients because you failed to inform them of your Exit Planning expertise. 

Lack of Transferable Value Can Put a Deal in Jeopardy

Friday, May 7, 2021

This blog discusses another lurking Deal Killer: the failure to create a business that can thrive without its owner’s continued involvement.

Behind the Scenes - Is Your Client Emotionally Ready to Leave?

Friday, April 30, 2021

Soft skills are just as important as hard skills when it comes to preparing your business owner clients to leave their business as Mark Dorman states in our exclusive Member interview.

Identify Hidden Threats to a Deal

Friday, April 23, 2021

It can be difficult to see the potential threats to your client's business deal. Be prepared and educate yourself on the most common Deal Killers and know how to nuetralize them. 

Helping Owners When They Don’t Want Help

Friday, April 16, 2021

If you wait for your clients to contact you about the sale of their business, it will likely be too late for you to help.

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