Exit Planning Webinar | Business Transfers to Insiders: Strategies for Financial & Insurance Advisors

Image of Business Owners Shanking Hands

Business transfers to insiders are a popular planning strategy for business owners. Whether it means transferring ownership to their children, co-owners, or key employees, an inside transfer lets owners put the business in hands they trust and still reach their financial goals. But this doesn’t happen in a vacuum: Owners need help and guidance from their financial advisors and insurance advisors to make their dreams a reality.

Join John Brown, founder of BEI, to learn how to help business owners reach their financial goals, transfer the business to the people they want, and still maintain control until they receive the full value of their businesses. Owners can’t do all of this without your help. Learn how to help them by registering for this webinar now!

Learning Objectives:

  • The critical role financial and insurance advisors play in inside transfers
  • Benefits and challenges of an inside transfer
  • Planning techniques
  • Ownership transfer scenarios
  • Step Five of The BEI Seven Step Exit Planning Process™

Date + Time

Event Dates and Times
05/30/2019 - 1:00pm to 2:00pm