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Plan with the End in Mind
Podcast
Be sure to establish and understand all parties goals early into the planning process. 
Identify the Owner’s Concerns to Initiate Phased Planning
Blog Post
Before you can even start discussing an Exit Plan, you first must identify why an owner wants to leave their business and what their top priorities are. 
Prioritize Planning Phases 
Blog Post
Before an Exit Plan can be created, one must first evaluate top priorities to decide what tasks should be tackled first. 
A Good Place to Start
Podcast
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.
Phased Comprehensive Planning
Blog Post
Break down your comprehensive Exit Plan to focus on your client's primary concerns first. 
Top Advisors’ Planning Secret
Blog Post
To be a successful advisor, one must be able to know what motivates each of their clients. 
Why We Don’t Plan
Podcast
Understand the consequences of not planning. 
The Dark Side of Transferable Value
Blog Post
It is important for owners to become dispensible for them to be able to sell their business one day, but be sure to remind your business owners to not allow their management team to become too indispensible. 
Owner Dispensability: The Key to Transferable Value
Blog Post
In our last blog post we met Ida and Gary Nella, the owners of a successful machine shop.
Business Value Landmines (Factors in Play in 2020)
Video
Is it really possible to make business value lemonade out of economic lemons? Some say “yes”. But who will thrive, who will survive, and who will crumble when times get tough? Elizabeth Mower, President of BEI, has been talking to a lot of experts lately about what businesses can do to stop the bleeding, create new opportunities, and even come out ahead. She asks, and gets answers to, questions like: