Inside The Exit

View the best professional exit planner advice from our in-depth blog content

Fri, 05/13/2022 - 10:35

When Exit Planning Advisors ask business owners what kind of business continuity plans they have in place, the typical response, if they have any at all, is usually along the lines of, “we already

Fri, 05/06/2022 - 17:20

As an Exit Planning advisor, helping your clients to prepare for the unexpected with continuity plans is key for covering the bases of any unforeseen business challenges.

Fri, 04/29/2022 - 10:26

It’s critical that as an Exit Planning Advisor, you simplify the owner’s Exit Planning to-do list by having them start the process by writing their plans down. Written plans have major benefits if done properly and if the right items are included. 

Sun, 04/24/2022 - 21:17

Exit Planning Advisors must ask targeted questions in order to have effective conversations with current and prospective business owner clients. 

Mon, 04/18/2022 - 09:22

It is challenging for business owners to pour their hearts and souls into their businesses and build a reputable entity.

Fri, 04/08/2022 - 10:12

In this blog, we sit down with BEI Member, Eddie Drescher, Financial Advisor with Haycox Financial Group, to discuss lessons learned through Exit Planning, the importance of the first Exit Planning engagement, and how he develops his team of advisors.  

Fri, 04/01/2022 - 09:24

Whenever advisors are introduced to the concept of Exit Planning, they often wonder, “What is the work of an Exit Planner, and how can it benefit my practice?”

Tue, 03/29/2022 - 18:13

Business advisors can encounter a lot of competition, but nothing drives engagement quite like connection. Exit Planning provides a perfect opportunity to differentiate, strengthen client relationships, as well as capitalize on established relationships in new ways – ultimately providing you with a competitive advantage over your competition.

Fri, 03/18/2022 - 09:29

Business owners will exit their businesses either unexpectedly or by design. Advisors can differentiate by adding Exit Planning to their existing practice, taking their services a step further while working towards their client’s goals.