Can You Help Owners Meet Their No. 1 Challenge?
Engaging owners to address their biggest challenge is the premise and promise of Owner-Based Planning (OBP).
Engaging owners to address their biggest challenge is the premise and promise of Owner-Based Planning (OBP).
When business owners want to grow the value of their companies, where do they turn? If they turn to their professional advisors, their financial and insurance advisors are not at the top of their lists.
Continue Reading 🡪Kelly Finnell, President of Executive Financial Services, shares how ESOPs exemplify compassionate capitalism and benefit business onwers and advisors alike.
Exit Planning is a critical component of financial advisory services, however, many advisors face several challenges when introduced to Exit Planning.
In the realm of business and transition planning, carving a niche isn’t merely a marketing strategy; it’s an avenue to becoming indispensable.Â
In our contemporary business world, unpredictability seems to be the only predictable element. Business owners, from fledgling startups to well-established enterprises, find themselves navigating an ever-changing landscape, teeming with unforeseen challenges and obstacles.
Engaging with business owners is paramount before, during, and after the transition event.
Business Enterprise Institute, Inc.
3461 Ringsby Ct., Suite 405
Denver, Colorado 80216-4940
Phone: (303) 321-2242
Toll Free: (888) 206-3009