Planning support refers to the assistance BEI provides to Exit Planning Advisors regarding Exit Planning, Exit Plan creation and implementation, and all other relevant aspects of the act of planning a business exit.
Staying current with planning trends isn’t as difficult as it seems.
Don’t let communication breakdowns drive your clients insane.
Proper business planning is more than just collecting documents
Four key areas that BEI supports advisors with their business planning.
Ways that BEI can support it's strategic partners.
BEI's Exit Planning software helps advisors bring together business exit plans for their clients.
On-demand planning support to help you solve even the most complex, unexpected, and pressing Exit Planning issues your clients might face.
As a CPA and member of the owner's Exit Planning team, you have three primary responsibilities and opportunities.
Learn more about the following Exit Planning Topics