The abbreviation BEI in white on a blue background

Top 5 Exit Planning Articles of 2018

Friday, January 18, 2019

See which Exit Planning articles advisors read most in 2018.

A construction worker looking blueprints lying on a table.

Your Best Employees Need Incentive to Stay

Friday, January 11, 2019

Learn why owners must give their best employees incentive to stay and how they can.

Four white Scrabble pieces that spell “sale.”

3 Things to Remember About the Third-Party Sale

Friday, January 4, 2019

Learn which three things business owners overlook when considering a third-party sale.

A woman holding a flow chart titled “Innovation”

If You Like What You Do, Exit Planning Is for You

Friday, December 28, 2018

Learn how Exit Planning fits among entrenched advisors and business owners.

A young professional holding a pair of glasses while sitting across from an older professional.

How Does Exit Planning Fit Into Overall Business Planning?

Friday, December 21, 2018

Learn how Exit Planning fits into overall business planning.

A man sitting at a computer that has various graphs on it.

What Are Business Owners Thinking and Doing About Their Exits?

Friday, December 14, 2018

See the stats that show what business owners are thinking and doing about their exits.

Small hourglass with blue sand set on a wooden table.

Preparing for the Exit Planning Deadline

Friday, December 7, 2018

Learn how viewing Exit Planning as a deadline can help you urge owners to begin planning.

Low angle of a cast iron statue of Atlas, with the Rockefeller Center in the background.

How to Leverage Your Strengths in a Business Exit

Friday, November 30, 2018

The first steps of Exit Planning are fraught with worry. See how you can leverage your strengths to put yourself and your clients at ease about their business exits.

Five people, two men and three women, sitting at a table having a meeting.

Successful Ownership Transfers to Family: 5 Key Steps

Thursday, November 22, 2018

See 5 additional ingredients that make a successful ownership transfer to family members.

A man’s hand holding a pair of keys over another man’s hand, signifying a change.

The Process Behind a Successful Transfer to Family

Friday, November 16, 2018

There are 6 ingredients to a successful transfer to family. See what the first and most important ingredient is in this article.

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

Exit Planning and You: Download Guide