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

Can You Slay Your Client’s Deal Killer?

Friday, April 9, 2021

Be sure to learn what kind of Deal Killers are out there so you know how to overcome them before you go to market. 

Behind the Scenes - Come On In, The Water Is Fine

Friday, April 2, 2021

Jim Erben goes on to explain to advisors that the Exit Planning industry is booming and advises other to not be intimidated by the immense amount of opportunity.

Money Isn’t Everything for Business Owners

Friday, March 26, 2021

In this blog, we dive into the last kind of goal to set with your business owner clients: values-based goals.  

Setting Foundational and Universal Goals

Friday, March 19, 2021

Now that we have discussed the benefits advisors and business owners see from setting goals, let’s review the different kinds of goals you can help your business owner clients set.  

The Goal Directs the Path

Friday, March 12, 2021

What are the benefits to owners and advisors during the goal creation process?

Subscribe to Blog Posts

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