Exit Planning Webinar | Maximizing Value: Financial Advisors & Insurance Professionals

Image of Value Growth Money In Jars

As business owners consider how, when, and to whom they will leave their businesses, they face three challenges they cannot handle alone: growing their businesses’ transferable value, minimizing their risks, and keeping their taxes low. Financial advisors and insurance professionals who can address these challenges proactively can help their clients achieve their goals and bolster their influence in their own business-owner marketplaces.

Join John Brown, founder of BEI, to learn what you must do to help business owners grow business value, minimize risks, and implement comprehensive asset-protecting solutions. He’ll show how you can leverage your core practice’s skills to position business owners to exit on their terms.

Learning Objectives:

  • How to Help Business Owners Increase Transferable Value While Minimizing Risks and Taxes
  • Integrating Step Three into Your Current Practice
  • Implement Value Drivers to Close the Asset Gap and Build Value with Incentive Planning
  • The Fundamental Importance of Financial Advisors and Insurance Professionals in Exit Planning

Date + Time

Event Dates and Times
03/06/2019 - 1:00pm to 2:00pm