Using BEI’s New Planning Software & The Importance of Technology in the World of Business PlanningÂ
To help owners navigate challenges and make informed decisions, you need tools to deliver custom solutions and a tangible path forward to reach their goals
Unlocking Success: Employee Stock Ownership Plans (ESOPs) as an Exit Strategy
ESOPs offer a unique path for business owners to transition out of their companies while providing employees with a stake in the business’s success.
Transforming Owner Resistance into Opportunities with Proven Strategies
See how BEI helps professional advisors like you overcome owner objections to business planning conversations. When BEI engages with new and prospective professional advisors, some
Compassionate Capitalism: The ESOP Revolution
Kelly Finnell, President of Executive Financial Services, shares how ESOPs exemplify compassionate capitalism and benefit business onwers and advisors alike.
Overcoming Challenges in Adding Exit Planning to Your Advisory Practice
Exit Planning is a critical component of financial advisory services, however, many advisors face several challenges when introduced to Exit Planning.
Niche Marketing: The Indispensable Advisor
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