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Why We Plan - Podcast

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How Family Dynamics Can Change Without a Proper Succession Plan

Thursday, September 24, 2020

Elizabeth Mower, President of BEI, interviews Paul Kalra, President of Signature America Insurance and Financial Services, at the BEI National Conference.  

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Be Proactive, Not Reactive

Thursday, September 10, 2020

We are all guilty of only asking for help when we realize we are in over our heads and can’t solve a problem ourselves. Advisors are guilty of getting stuck in the habit of waiting for clients to come to them when they have a problem.

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"Tell Me More"

Thursday, August 27, 2020

Before an owner can ever begin to think about selling their business, they must first understand the reason why they want to sell and how their personal and professional goals play a part.

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Discover Tax Minimization Techniques

Thursday, August 13, 2020

One main factor that many owners overlook when selling their business is the tax consequences of their sale decision.

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Plan with the End in Mind

Thursday, July 30, 2020

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

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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.

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Why We Don’t Plan

Thursday, July 2, 2020

Understand the consequences of not planning. 

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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.

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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.

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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.

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