Proactive Client Engagement For Successful Business Exit: Advisor Tips
By engaging proactively, you can provide valuable guidance and support that can help them achieve their desired exit goals.
Navigating Exit Planning Fees: Strategies & Tips for Advisors
Navigating the complexities of fee structures can be challenging, particularly in the Exit Planning space where different pricing strategies are prevalent.
Eliminating Arguments that it’s Too Early To Plan a Business Exit
When it comes to Exit Planning, it’s easy for owners to put it off, thinking they can deal with it later. Business advisors are faced with the familiar response: “I’m not ready to begin planning for my exit. I have other business tasks that take priority.”
Proactive or Passive: What Kind of Advisor Are You?
What can you do if you want to use your expertise in Exit Planning to grow your practice and/or improve your ability to help your clients execute the most important financial event of their lives? Be proactive.
Exploring Exit Planning Trends from the 2022 Business Owner Survey
BEI is the leading innovator in the Exit Planning industry, offering comprehensive Exit Planning training, marketing support, and plan creation tools to advisors across the globe.
