Inside The Exit

View the best professional exit planner advice from our in-depth blog content

Fri, 03/18/2022 - 09:29

Business owners will exit their businesses either unexpectedly or by design. Advisors can differentiate by adding Exit Planning to their existing practice, taking their services a step further while working towards their client’s goals.

Fri, 03/11/2022 - 09:58

BEI Member Bruce Willey shares techniques & resources that have helped him prevent uncomfortable phone calls from owner clients who have made huge, life-altering decisions without consulting their advisors.

Fri, 03/04/2022 - 09:02

Running a business is more than just a full-time job. Business owners often find themselves wearing too many hats as they bear the weight of maintaining a successful and profitable business.

Fri, 02/25/2022 - 09:02

For a business owner, there are a lot of hurdles and hesitations that might stand in the way of the Exit Planning conversation. As an Exit Planning Advisor, it is important to first understand the rationale behind these hesitations before you can tackle them head-on

Fri, 02/18/2022 - 09:02

Today’s blog details how you can unlock your potential by starting conversations about Exit Planning as early as possible. Since timing binds all exit decisions, it’s crucial to begin preparing owners for their exit as soon as they start their business.

Fri, 02/11/2022 - 09:01

BEI Member Jeremy Suarez, Managing Partner at Tomoro, discusses the importance of key employee retention and other Exit Planning tactics that expand the potential of a practice.

Fri, 02/04/2022 - 09:01

Prevention of your client's most pressing problems requires planning. Use BEI tools to prepare for the unexpected consequences that come with a premature and permanent departure of a client from their business.

Fri, 01/28/2022 - 09:01

Next up in our "hot button" blog series, learn how to overcome the challenges that come with a business transfer to a family member. Learn how an advisor equipped with BEI Exit Planning tools can best navigate family transfers and other common challenges.

Fri, 01/21/2022 - 09:01

In this post, we continue our description of techniques BEI Members use to help owners deal wi