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

Closing the Gap

Monday, October 26, 2020

Every Exit Planner advisor knows that one of the first steps of the Exit Planning process is to figure out the gap between what a business owner currently has and what he/she might need by the time they finally exit the business. What assets can help contribute or might be a liability?

Why We Plan Image

Help Your Clients Make Time for Planning

Thursday, October 8, 2020

In this episode of Why We Plan, John Brown, Founder of BEI, and Elizabeth Mower, President of BEI, discuss why owners can and should make time to plan for their future and the future of their business. Are you asking your clients what is taking all their time?

Why We Plan Image

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.  

Why We Plan Image

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.

Why We Plan Image

"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.

Why We Plan Image

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.

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.

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