BEI 2018 EXIT PLANNING CONFERENCE
Where Elite Business Advisors Meet & Share Ideas
August 23 - 24, 2018
Attend BEI’s 15th National Conference, where Exit Planners learn how to increase their bottom lines while helping their clients live their dreams.
The most important financial transaction of your clients’ lives is exiting their businesses, and you are the cornerstone of their success. The National Conference—the largest gathering of Exit Planning professionals in the world—will provide you with new planning techniques, marketing best practices, domestic and global perspectives on business and financing, and networking with the top Exit Planning professionals from across North America. Most importantly, you’ll come away from the National Conference with the tools, processes, and connections to help your clients through the most significant financial transaction of their lives.
Tentative Agenda:
General Sessions
Best Practices From Successful Exit Planning Firms
Understanding the Corporate Life Cycle
The Five Myths You Tell Yourself About Getting Referrals -- and the Real Truth
Planning Fees and Delivering Value
Marketing & Client Engagement
Adding Exit Planning to a Busy Practice
Powerful Business Owner Events
The Secret to Successful One-on-One Meetings
Alternatives to a Comprehensive Plan
Positioning Yourself as a Thought Leader
...And More!
Technical Planning
Tax Reform Act -- Impact on Exit Planning
Incentive Planning -- Creative Structures & Designs
Business Continuity Issues & Their Interaction With All Aspects of Exit Planning
Preparing for a Third-Party Sale -- Even When That's Not the Chosen Path
Protect Your Practice -- E&O Coverage for Exit Planners
The "NING" -- Wealth Preservation and Exit Planning Meet
...And More!
Case Studies & Demonstrations
Planning techniques, software applications, real-world case study scenarios and examples.
Sessions demonstrating basic and creative uses of BEI Marketing and Planning Tools!
...And More!
Need more information? Reach out to us!
BEI Events
events@exitplanning.com
888-206-3009
Business Enterprise Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (ID: 109178). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org or at 150 Fourth Avenue, Suite 700, Nashville, TN, 37219-2417.
