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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.

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The Importance of Business Analysis During Exit Planning

Wednesday, March 11, 2020

In this episode of Why We Plan, John Brown, Founder of BEI, interviewed Gene Blanton, Vice Chairman and Chief Relationship Officer for Capital Works at BEI’s 2019 National Conference.

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Challenges of Selling Your Family Business

Wednesday, February 26, 2020

At BEI’s 2019 National Conference, John Brown, founder of BEI got the privilege to interviewed Christopher Goebel, President and Founder of Crossroads Advisers. In this episode of Why We Plan, John and Chris discuss the intricacies of selling your family-owned business.

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The Most Common Challenges of Exit Planning

Wednesday, February 12, 2020

John Brown, Founder of BEI and Elizabeth Mower, President of BEI talk about the common themes that resonated most frequently in their many conversations with advisors and business owners alike.

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Getting the Attention of Business Owners

Thursday, January 30, 2020

Engaging business owners in planning for their futures can have some obstacles, even when the owners know it needs to be done.

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Impact of the Economy and Accounting Rules on Valuation

Tuesday, January 14, 2020

The economy and changing accounting rules have an impact on business valuation and how owners view their tangible and intangible assets.

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Why Should I Work With Someone Half My Age?

Thursday, January 2, 2020

Overcoming common resistance among owners

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Getting in Front of Clients and Starting the Conversation Right

Thursday, December 19, 2019

Strategies from Ashley Micciche

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What Confuses Owners About Exit Planning?

Friday, December 6, 2019

How to explain Exit Planning to owners

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How to Plan So That No One Misses Out on Success

Thursday, November 21, 2019

Advisors must help owners avoid the avoidable.

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BEI in the News: 2020 National Exit Planning Conference