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Recruit an Advisor Panel

Friday, February 26, 2021

Pulling together the right team of advisors is critical to the success of your Exit Plan. 

Involve and Lead Expert Advisors

Friday, February 19, 2021

Pulling together the right team of advisors is critical to the success of your Exit Plan. 

Make Planning Simple for Owners

Friday, February 12, 2021

Business owners will typically not give you the time of day unless you can prove that you can help them solve the problems that keep them up at night. 

When Exit Planning Isn’t an Option

Friday, February 5, 2021

When the Exit Planning Process is too overwhelming, start with an annual planning meeting to uncover what your business owner client's primary needs are. 

Sales to Co-Owners or Key Employees: The Disadvantages 

Friday, January 29, 2021

There are so many exit paths to consider when selling your business. Understand the pros and cons of each path. 

A man's face looking at a computer, with the back of a coworker's head blurred in the foreground.

Sales to Co-owners or Key Employees: The Advantages

Friday, January 22, 2021

There are so many exit paths to consider when selling your business. Understand the pros and cons of each path. 

Transferring the Family Jewel to Children: The Disadvantages

Friday, January 15, 2021

There are so many exit paths to consider when selling your business. Understand the pros and cons of each path. 

Family Holding Hands

Transfers of Ownership to Children: The Advantages 

Friday, January 8, 2021

There are so many exit paths to consider when selling your business. Understand the pros and cons of each path. 

Behind the Scenes - Find Success Through Your Resources

Friday, January 1, 2021

Mark Flenniken, long-time BEI Member, shares how he took advantage of his network and resources to get where he is today.

The Texas Shootout! 

Friday, December 25, 2020

What happens when two 50/50 owners become locked in a bitter dispute, but neither can fire or get rid of the other?  

Let’s look at a common co-owner scenario with co-owners Don and Joe. 

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