National Technical Webcasts

Each month, you have access to BEI's National Technical Webcast, which focuses on a single, advanced Exit Planning technique or topic. Each webcast introduces the content for the planning technique, how the technique is implemented, its relevance to Exit Planning, and possible challenges to its success. These deep-dive webcasts give you greater knowledge and understanding of each Exit Planning topic. We encourage members to ask questions and share ideas with all webcast participants to further increase your understanding of each topic, and generate new ways to implement Exit Planning techniques. All Webcasts are recorded and archived so you can come back to any presentation as a reference at any time.

View this Webcast Now

Answers to Common ESOP Objections

Has the planning environment shifted in favor of more ESOPs? Advisors and owners alike have expectations, assumptions, and opinions about the usefulness and appeal of ESOPs. As tax rates, interest rates, market returns, and business owner perspectives evolve, all Exit Planning Professionals should know when and under which circumstances an ESOP makes sense to consider as an exit strategy. This webcast tackles these issues by working through the most common objections to ESOP planning that we hear from advisors and owners. Take this opportunity to consider the applicability of ESOP planning as an option to serve the needs, goals, and objectives of your current and future clients.

Previous Webcast Topics Include:

Choosing & Developing the Right (Internal) Successor
What’s the Big Deal? The Deal Points in a M&A Transaction that Really Matter
Evaluating & Improving the Financial Health of the Business

Are you ready to help your clients exit?

Have questions before getting started? Schedule a meeting with BEI or Contact Us

Schedule a Meeting to Discuss Training