Sorry, you need to enable JavaScript to visit this website.

Why We Plan - Podcast

Subscribe to our Spotify Podcast Feed
Subscribe to our Podcast Apple Feed
Subscribe to our Google Podcast Feed
Why We Plan Image

Plan with the End in Mind

Thursday, July 30, 2020

Be sure to establish and understand all parties goals early into the planning process. 

Why We Plan Image

A Good Place to Start

Thursday, July 16, 2020

The Exit Planning Process can seem overwhelming to many business owners. Advisors see their fair share of horror stories; everything that can and will go wrong when you do not plan appropriately.

Why We Plan Image

Why We Don’t Plan

Thursday, July 2, 2020

Understand the consequences of not planning. 

Why We Plan Image

Effective Strategies to Motivate Owners

Thursday, June 18, 2020

Every business owner has their own reasons for not beginning the planning process. Exit Planning can be very intimidating to many business owners.

Why We Plan Image

Create & Maintain Transferable Value

Thursday, June 4, 2020

Growing business value is one of the most important things a business owner can do for their business. When a business owner goes to sell their business, the first thing a potential buyer is going to examine is the value of the business.

Why We Plan Image

How to Avoid Common Family-Owned Business Challenges with Adequate Planning

Thursday, May 21, 2020

In this episode of Why We Plan, John Brown, Founder of BEI, interviewed Joe Guyton, Founder and Principal of The Guyton Group, at BEI’s 2019 National Conference.

Why We Plan Image

What to Consider When Selling Your Company to Your Children

Monday, May 4, 2020

From our findings, about two-thirds of Exit Plans result in inside transfers as opposed to a third-party sale. We believe the reason for this is simply a lack of knowledge of ownership transfer options.

Why We Plan Image

Supporting Struggling Owners Affected By The COVID-19 Crisis

Thursday, April 23, 2020

In this episode of Why We Plan, John Brown, Founder of BEI, and Thomas Stewart, Executive Director of the National Center for the Middle Market, share the surprising results of a recent National Center for the Middle Marke

Why We Plan Image

Sharing Your Exit Plan with All Parties Involved - Including Family Members

Thursday, April 9, 2020

In this episode of Why We Plan, John Brown, Founder of BEI and Elizabeth Mower, President of BEI discuss the importance of coming up with a contingency plan when the owner of a business unexpectedly dies.

Why We Plan Image

Addressing Attorney's Challenges With Family-Owned Businesses

Wednesday, March 25, 2020

John Brown, founder of BEI, interviewed Andrew Karlen, Business Attorney, at BEI’s National Conference last year. In this episode of Why We Plan, John and Andrew discuss the many challenges family-owned business attorneys must overcome during the exit planning process.

Are you ready to help your clients exit?

Have questions before getting started? Schedule a meeting with BEI or Contact Us

Schedule a Meeting to Discuss Exit Planning Solutions