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Keep Planning Momentum

Sometimes taking baby steps to get to the finish line is easier than one giant leap. In this webinar, we discuss how to motivate procrastinating business owner clients to take action toward their goal of exiting their businesses through the process of phased planning.  

Learn how to help your clients prioritize their business needs and start solving one hurdle a time. Gain momentum with your clients through small wins focusing on their top priorities first. With BEI’s tools and resources, you can customize the right plan for each of your clients by using: 

  • Business Continuity Instructions 
  • Gap Analysis 
  • Updated Financial Plan 
  • Estate Plan Review 
  • Insurance Review 
  • Fee Estimation 

Uncover how you can use an array of tools and resources to understand your client's priorities and how to keep them motivated through out the entire Exit Planning process.