Inside The Exit

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

Fri, 11/26/2021 - 08:00

In this edition of Behind the Scenes, we interview Lawrence K.

Fri, 10/29/2021 - 08:00

In this week’s blog, we interviewed Kathleen Hoye about the complexities of inside transfers. Kathleen Hoye is a Consulting Principal at MCM CPA

Fri, 10/22/2021 - 08:00

In this blog series, we discussed how you, as a business advisor, are the guide in your owner client’s journey.

Fri, 10/15/2021 - 08:00

In the classic movie, Wizard of Oz, Dorothy finds herself in unfamiliar territory wanting nothing more than to return home to Kansas.

Fri, 10/08/2021 - 08:00

Frodo never would have been able to destroy the ring and save the Shire without Gandalf. Luke Skywalker would have never defeated Darth Vader without training from Yoda.

Fri, 10/01/2021 - 08:00

In this segment of Behind the Scenes, we interview John Dini, Founder and CEO of The ExitMap®, on how he has made some critical changes to his practice to ensure he receives the information he needs to properly create an Exit Plan in a timely manner.

Fri, 08/27/2021 - 08:00

Patrick Carroll, Founder and CEO of Obsidian Planning Solutions, speaks to why being the coach of your Advisor Team is so critical to the success of the Exit Plans you put together.

Fri, 07/30/2021 - 08:00

In this week’s blog post, we interview Steve Zeller, President, Co-founder, and Senior Wealth Advisor for Z

Fri, 07/23/2021 - 08:00

In the prior post, we described a three-step process that BEI advisors use to secure planning engagement