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Overcoming Owner Objections to Exit Planning Conversations
Blog Post
See how BEI helps advisors overcome owner objections to Exit Planning conversations.
Framing the Conversation About Exit Planning With Business Owners
Blog Post
See 3 ways to frame the conversation about Exit Planning with business owners in their terms.
When to Learn and When to Solve Problems
Blog Post
See how successful Exit Planning Advisors balance learning and solving problems.
Exit Planning for Co-Owned Businesses: Avoiding a Common Risk
Blog Post
Co-owned businesses have special challenges and opportunities relevant to Exit Planning. See how you can help co-owners avoid a common risk.
Exit Planning Challenges: Keeping It Simple and Focused
Blog Post
One of the most common Exit Planning challenges is keeping the Process simple and focused. This article presents a case study for how advisors can overcome this challenge.
What’s More Important: Exit Planning Process or Prospect?
Blog Post
Find out whether the Exit Planning Process or the prospect is the most important aspect of Exit Planning.
Avoiding Conflicts Between Business Owners and Advisors
Blog Post
Planning a business exit is a massive life change for business owners. This article shows how advisors and owners can avoid conflicts as owners transition out of their businesses.
Why Business Owners Consider ESOPs
Blog Post
ESOPs are growing in popularity as an Exit Plan for business owners. Find out why business owners are so interested in them.
What Do Exit Planning Advisors Do, Exactly
Blog Post
When we introduce the concept of Exit Planning to advisors, they sometimes ask, “What does an Exit Planner do, exactly?” The Exit Planning Advisor is the advisor who leads and coordinates the entire Exit Planning Process for business owners, from initial data collection to final implementation.
5 Strategies for Asking Business Owners the Right Questions
Blog Post
See 5 proven strategies BEI Advisors use to ask business owners the right questions.