Exit Planning Blog

Exit Planning Challenges: Keeping It Simple and Focused

Tuesday, June 19, 2018

One of the most common Exit Planning challenges is keeping the Process simple and focused. This article presents a case study for how advisors can overcome this challenge.

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What’s More Important: Exit Planning Process or Prospect?

Wednesday, June 13, 2018

Find out whether the Exit Planning Process or the prospect is the most important aspect of Exit Planning.

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Avoiding Conflicts Between Business Owners and Advisors

Thursday, June 7, 2018

Planning a business exit is a massive life change for business owners. This article shows how advisors and owners can avoid conflicts as owners transition out of their businesses.

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Why Business Owners Consider ESOPs

Friday, June 1, 2018

ESOPs are growing in popularity as an Exit Plan for business owners. Find out why business owners are so interested in them.

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What Do Exit Planning Advisors Do, Exactly

Tuesday, May 29, 2018

When we introduce the concept of Exit Planning to advisors, they sometimes ask, “What does an Exit Planner do, exactly?” The Exit Planning Advisor is the advisor who leads and coordinates the entire Exit Planning Process for business owners, from initial data collection to final implementation.

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5 Strategies for Asking Business Owners the Right Questions

Sunday, May 20, 2018

See 5 proven strategies BEI Advisors use to ask business owners the right questions.

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How to Handle Overwhelmed Business Owners

Monday, May 14, 2018

Sometimes, business owners can get overwhelmed by certain aspects of Exit Planning. See how you can handle overwhelmed business owners the BEI way.

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Business Continuity: Exit Planning’s Answer to ‘What If’

Tuesday, May 8, 2018

This post examines how business continuity answers questions about what happens to the business if the unexpected occurs.

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How Successful Exit Planning Advisors Create Success

Wednesday, May 2, 2018

Learn the four things that top Exit Planning Advisors do to create success in their practices.

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3 Ways Exit Planning Relieves Stress for Business Owners

Wednesday, April 25, 2018

Many business owners mistakenly view Exit Planning as something that will add to the stress of ownership. This article debunks that myth and shows how Exit Planning relieves stress for owners.