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Behind the Scenes - Customize Your Planning Approach
Blog Post
Over the years, Robbie Spivey, Co-founder of B&B Strategic Partners, LLC, has learned to alter his planning technique based on which client he may be working with.
Recruit an Advisor Panel
Blog Post
Pulling together the right team of advisors is critical to the success of your Exit Plan. 
Involve and Lead Expert Advisors
Blog Post
Pulling together the right team of advisors is critical to the success of your Exit Plan. 
Make Planning Simple for Owners
Blog Post
Business owners will typically not give you the time of day unless you can prove that you can help them solve the problems that keep them up at night. 
When Exit Planning Isn’t an Option
Blog Post
When the Exit Planning Process is too overwhelming, start with an annual planning meeting to uncover what your business owner client's primary needs are. 
Sales to Co-Owners or Key Employees: The Disadvantages 
Blog Post
There are so many exit paths to consider when selling your business. Understand the pros and cons of each path. 
Sales to Co-owners or Key Employees: The Advantages
Blog Post
There are so many exit paths to consider when selling your business. Understand the pros and cons of each path. 
Transferring the Family Jewel to Children: The Disadvantages
Blog Post
There are so many exit paths to consider when selling your business. Understand the pros and cons of each path. 
Transfers of Ownership to Children: The Advantages 
Blog Post
There are so many exit paths to consider when selling your business. Understand the pros and cons of each path. 
Behind the Scenes - Find Success Through Your Resources
Blog Post
Mark Flenniken, long-time BEI Member, shares how he took advantage of his network and resources to get where he is today.