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

You are here

Search Results

How Family Dynamics Can Change Without a Proper Succession Plan
Podcast
Elizabeth Mower, President of BEI, interviews Paul Kalra, President of Signature America Insurance and Financial Services, at the BEI National Conference.  
Is an Economic Crisis the Worst Thing That Can Happen to Your Clients’ Businesses?
Blog Post
We ended our last post with a question: Do you have the skills, experience, and tools that owners need to survive an economic crisis and mitigate potential
Short- and Long-Term Planning During an Economic Crisis
Blog Post
We continue to follow Henry Frost's story through the current economic crisis we are all facing. 
Be Proactive, Not Reactive
Podcast
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.
Economic Crisis: Challenge & Opportunity 
Blog Post
During this economic downturn, be sure to know the signs of opportunities and common pitfalls. 
Top 10 Ways to Help Your Business Owners Clients Boost Their Cash Flow
Blog Post
As business owners start planning for their exit of their business, they must evaluate the current status of their cash flow to come up with an effective exit strategy. Here are some quick tips you can propose to your business owner clients to enhance their cash flow and so they are able to stick to the exit timeline.
"Tell Me More"
Podcast
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.
Enhance Business Value Through Effective Cash Flow Management: Part 2
Blog Post
Understand how your clients can enhance the value of their business through efficient cash flow management strategies.  
Enhance Business Value Through Effective Cash Flow Management: Part 1
Blog Post
Understand how your clients can enhance the value of their business through efficient cash flow management strategies.  
Discover Tax Minimization Techniques
Podcast
One main factor that many owners overlook when selling their business is the tax consequences of their sale decision.