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CExP Advanced Planning Workshop - December 2020
Video
Think of a family business like a bus. What’s more challenging than getting the right people into the right seats on the bus?
Start with Identifying the Gap
Video
Listen in to this roundtable discussion about the opportunities and challenges we face when we start a business planning project by focusing on “the gap” between what an owner has and what they want or need.  Speaker: Elizabeth Mower, President of BEI
CExP Advanced Planning Workshop - November 2020 - Protect Your Client’s Financial Future
Video
This interactive workshop focuses on the all-important centerpiece of the co-owned, closely-held business…the buy-sell agreement. In the workshop, we will put these critical business agreements under the microscope.
Is Business Value the Best Place to Start a Planning Project? (Roundtable Discussion)
Video
This interactive roundtable discussion is for all types of advisors – those who often start their planning projects by working on strategies to grow business value, and those who start elsewhere but feel that growing value is a critical element of a successful plan for the future.
Business Continuity as the Starting Point for Planning
Video
In this interactive round table discussion we discuss the complex planning needs of most business owners.
CExP Advanced Planning Workshop - October 2020
Video
In this CExP Workshop, Elizabeth Mower, Michael Wood, and a groups of BEI members dicuss the intricacies of this very interesting case study regarding a family-owner, mass production bakery. BEI members breakdown each major issue and discuss how they would handle issue specific issue.
Developing the Next Generation of Planning Advisors
Video
In this in-depth panel discussion, we look at the issues involved in recruiting, training, and developing the next generation of planning advisors in a robust and active business planning practice or firm.
How To Win More Clients In 3 Easy Steps
Video
The unprecedented COVID pandemic has added new challenges to an already challenging industry. Your clients need to know how their company has the power to outlast COVID and the looming recession.
How Has the ESOP Market Reacted to the Pandemic?
Video
Kelly Finnell, J.D., CLU, AIF®, president of Executive Financial Services, Inc. and one of the nation’s premier ESOP and Ownership Succession Planning consultants, discusess ESOPs, when it might make sense to implement an ESOP, and answers various questions advisors have on ESOPs.
Creative Uses of BEI Marketing Tools
Video
Join Aaron Dube as he dives into the various ways to utilize some of BEI Marketing tools and resources to expand your client base.  Speaker: Aaron Dube, Sales Executive at BEI