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The Illusion of Equal Ownership
Blog Post
Sometimes equal ownership transfers to an owner's children is not always "equal."
Maintain Control of Your Business Until All Your Goals Have Been Achieved
Blog Post
Perhaps the most basic tenet of Exit Planning for business owners is that owners should maintain control of their companies until they attain all their goals and aspirations. This tenet applies, perhaps even more so, to transfers of family businesses.
Why Are Family Business Transitions Often So Difficult?
Blog Post
The failure of families to successfully and happily transfer business ownership from one generation to the next is the stuff of movies. Family discord has been celebrated since the dawn of recorded history.
What to Consider When Selling Your Company to Your Children
Podcast
From our findings, about two-thirds of Exit Plans result in inside transfers as opposed to a third-party sale. We believe the reason for this is simply a lack of knowledge of ownership transfer options.
Tom Cruise Explains Exit Planning
Blog Post
Jim called his advisor, Marla, to talk about an obstacle to his family transition plan that had taken him completely by surprise. “As you already know, I’ve been talking with my daughter about taking over the business.
How You Can Support Struggling Owners Affected By The COVID-19 Crisis
Video
In this webinar, John Brown, Founder of BEI, and Thomas Stewart, Executive Director of the National Center for the Middle Market, will share the surprising results of a recent National Center for the Middle Market survey of 260 executives on how the coronavirus is changing their business prospects. John and Tom describe how to use these survey results to start conversations with your business owner clients. There are several ways owners can take action today —with your help— to confront the crisis by minimizing risk and recharging business growth.
What Advisors and Business Owners Need to Know About the CARES Act
Video
Elizabeth Mower, President of BEI, and Bruce Willey, Tax Reduction and Business Coach with American Tax & Business Planning, have a discussion on the Coronavirus Aid, Relief, and Economic Security 
In Today’s Business Ballgame, Do Your Clients Want Out After Strike 2?
Blog Post
Today, most of our successful business owner clients are now facing the second economic crisis of their careers. Strike 1, of course, was the Great Recession of 2008 to 2012. That recession, struck without warning, or should I say without awareness because there was plenty of warning?
Supporting Struggling Owners Affected By The COVID-19 Crisis
Podcast
In this episode of Why We Plan, John Brown, Founder of BEI, and Thomas Stewart, Executive Director of the National Center for the Middle Market, share the surprising results of a recent National Center for the Middle Marke
How to Avoid Common Family-Owned Business Challenges with Adequate Planning
Podcast
In this episode of Why We Plan, John Brown, Founder of BEI, interviewed Joe Guyton, Founder and Principal of The Guyton Group, at BEI’s 2019 National Conference.