Inside The Exit

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

Fri, 01/14/2022 - 09:01

Topics in this blog often describe techniques BEI Members use to help owners deal with pressing business-related needs.

Fri, 01/07/2022 - 09:01

Ashley Blessing, CPA, Manager at Herbein & Co has been a CPA for over 12 years now.

Mon, 12/27/2021 - 09:01

As we prepare for what is to come in the new year, it is interesting to look back and see what topics got the attention of advisors.

Mon, 12/20/2021 - 08:00

Business owners often dream of working side by side with their children in their family business.

Fri, 12/10/2021 - 08:00

Before you jump to the conclusion that your business owner client will transition the ownership of their family business to their children, be sure so walk through a few of these questions first.

Fri, 12/03/2021 - 08:00

In two prior posts, we observed how easy it is to 1) lose owner-clients by not offering what they need, a

Fri, 11/26/2021 - 08:00

In this edition of Behind the Scenes, we interview Lawrence K.

Fri, 11/19/2021 - 08:00

In our previous blog, we met “Hank,” a long-time and satisfied client of financial advisor, Anita Patel.

Fri, 11/12/2021 - 08:00

Financial advisor Anita Patel received the call that all advisors (regardless of profession) dread; the “Thanks for everything, but I need to move on” call.