As a business advisor, you understand the importance of planning for the future. That’s why we’re excited to invite you to our upcoming webinar, where you’ll discover the latest tools and resources to help you seamlessly integrate Exit Planning into your practice. Led by Doug Easton, BEI’s Practice Development Specialist with nearly 15 years of experience, you’ll learn:
Proven strategies to kickstart the discovery process
Helping owners clarify and prioritize the objectives they want to achieve when they exit their businesses often takes more time than any other step in the planning process. This webinar, which is the first in a seven-part series, will cover the first step in the Exit Planning Process: Setting Exit Objectives. While all the steps require your knowledge and expertise, this step really requires your insight: you'll need to listen to what owners say and what they don't say.
You're invited to an all-new BEI webinar where we will dive into a crucial aspect of Exit Planning: business continuity. For many of your business owner clients, business continuity planning means simply signing a buy-sell agreement early in the company’s life and filing it away. However, most buy-sell agreements alone cannot support an owner’s primary exit goals; namely, selling the business when they want, for the amount they want, and to the successor they choose.
Register today and join us for our upcoming webinar with Michael Butler, Senior Director at Footprint Capital for a webinar detailing What You Need to Know About the Different Types of Company Buyers.
This presentation will educate Exit Planning Advisors of all experience levels on the different types of buyers that exist in the Mergers & Acquisition (M&A) market and their specific characteristics in order to better prepare their clients for successful business exits.
In this webinar, Michael will cover the following key points:
In BEI’s latest webinar, spend 30 minutes with us to uncover all the ways a BEI License provides a framework that allows you to better understand your client’s goals and create a solution for them. Whether you want to be a full-fledged Exit Planner or focus on a particular element of Exit Planning, BEI can help you broaden your scope of work and attract new clients.
The BEI team frequently engages in conversations with professional advisors, exploring how incorporating Exit Planning can enhance their core offerings, differentiate them from competitors, and provide a new way to approach clients. However, despite the benefits of Exit Planning, many advisors struggle with the question of how to properly change fees for these services and come to us for guidance.
As a business advisor, you understand the importance of planning for the future. That’s why we’re excited to invite you to our upcoming webinar, where you’ll discover the latest tools and resources to help you seamlessly integrate Exit Planning into your practice. Led by Aaron Dube, BEI’s Practice Development Specialist with over 10 years of experience, you’ll learn:
Register for BEI’s upcoming webinar to get a live look into the planning software and BEI tools that make all the difference. Join us as we guide you through a live demonstration, providing a replicable process that you can use with your business owner clients, mapping their Exit Plan from beginning to end.
We will cover how to:
Effectively market your Exit Planning practice & differentiate yourself to prospects.
Leverage the EPIC™ Exit Planning Software to plan more efficiently for your clients.
As advisors to business owners, there are a lot of things you must keep track of when it comes to the modern-day business landscape. Upon release of the BEI 2022 Business Owner Survey, the data raised some important questions about what has greatly impacted the Exit Planning industry and what younger owners are doing to plan for their futures.
Business owners are looking for help and expertise in planning for their future and the Exit Planning market is bigger and broader than ever before.
Join us for the first opportunity of the new year to discover BEI tools and resources available to help you seamlessly integrate Exit Planning into your practice.
Doug Easton BEI’s Practice Development Specialist, has been helping advisors like you for nearly 15 years. He will discuss specifically:
Strategies to kickstart the discovery process