The Business Advisor’s First and Second Mistakes

Have you ever wondered why it’s difficult to attract successful business owners to your practice? After decades spent working with both advisors and owners, we’ve found that advisors who want to represent owners make two fundamental mistakes:

How Advisors Can Differentiate Themselves: Taking the Burden Off the Owner

Business owners are a rare breed. In founding their businesses, they buck the trend of working for someone. They think differently, act differently, and succeed differently from most people. This means that when it comes to planning for a successful future, they also plan differently. They typically don’t want off-the-shelf advice that every other advisor offers them.

Female Pioneers and the Role of Emotional Intelligence in Exit Planning

As we celebrate Women's History Month, it's a perfect opportunity to spotlight the lasting contributions of women in the financial sector! While navigating through the intricacies of the financial industry, women have not only shattered glass ceilings but have also introduced innovative approaches and perspectives that have enriched the industry. 

Business Continuity Challenges for Sole-Owners

When advisors hear the words “business continuity planning,” their thoughts immediately turn to buy-sell agreements—the topic of a future article where we will dive into buy-sell agreements and suggest several seldom-discussed opportunities for advisors.

Navigating Psychological Forces in Business Exits: Insights for Professional Advisors

In the realm of business exits, understanding the psychological mindset of business owners is paramount for professional advisors.

Engaging Successful Business Owners is Easy!

It’s hardly news that that the most attractive market for your financial and insurance services and products are successful business owners. Yet, it can be difficult to attract and engage these owners as clients because they are laser-focused on their businesses.

Championship Advisor Teams: A Super Bowl Strategy for Exit Planning

It’s Super Bowl Weekend! As the San Francisco 49ers get ready to take on the reigning champs in the Kansas City Chiefs, business owners around the country are looking to exit their businesses, but might not have the right resources to reach all of their goals at the time of their exit.

The Power of Collective Expertise in The Business Value Conversation

Did you know that collaborative expertise can lead to a remarkable increase in business value? In today’s fast-paced and evolving business world, the synergy of collective knowledge isn’t just beneficial – it’s essential.

Helping Owners Avoid Business Risk: Opportunities for Owner-Based Planners

Give Business Owners What They Want: Growing & Protecting Business Cash Flow and Value

Elevating Your Advisory Practice in 2024: The Power of Exit Planning and Owner-Based Planning

BEI’s Top Blogs of 2023: Insights and Innovative Strategies