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departure from a key employee

Owner Hot Button No. 1: The Departure of a Key Employee

Friday, January 14, 2022

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

2022 is the Year for Exit Planning

2022 is the Year for Exit Planning

Friday, January 7, 2022

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.  

Inside the Exit: Best of 2021 

Monday, December 27, 2021

Let's look back to see what we have learned this past year. 

Who Should Take Over the Family Business? Key Factors to Consider

Monday, December 20, 2021

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. 

family business

Eight Questions to Ask Your Client Before Their Child Takes Over the Business 

Friday, December 10, 2021

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. 

educate yourself

Do You Know Enough to Help Your Owner-Clients Exit Successfully?

Friday, December 3, 2021

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?

dig deeper

You Can Only Strike Oil When You Dig Deep Enough

Friday, November 26, 2021

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.

Liberating Successful Business Owners from Your Competitors 

Friday, November 19, 2021

We continue on Anita's journey to differentiate herself from her competition by introducing Exit Planning to her core services. 

Exit Planning: The Prescription for Client Defection

Friday, November 12, 2021

This week we discuss how to overcome the call from your client informing you they have found another advisor to help them plan for their future. 

wear many hats

Exit Planners Wear Many Hats

Friday, November 5, 2021

Successful Exit Planners are also the architects, general contractors, and subcontractors. Learn how to wear each of these hats. 

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