Inside The Exit

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

Fri, 06/10/2022 - 13:18

As an Exit Planning Advisor, you may be faced with strong, contradictory opinions from your business owner clients on a variety of Exit Planning options.

Fri, 06/03/2022 - 11:36

One of the most popular business transition strategies is the sale to key employees. The reason for the interest in this exit path is because if this plan is structured properly,

Fri, 05/27/2022 - 08:28

On the surface, it seems like Exit Planning for family businesses hardly requires a second thought.

Fri, 05/20/2022 - 11:06

Joe Markovitch is a Senior Business Advisor, BEI Licensed Exit Planner

Tags: Marketing

Fri, 05/13/2022 - 10:35

When Exit Planning Advisors ask business owners what kind of business continuity plans they have in place, the typical response, if they have any at all, is usually along the lines of, “we already

Fri, 05/06/2022 - 17:20

As an Exit Planning advisor, helping your clients to prepare for the unexpected with continuity plans is key for covering the bases of any unforeseen business challenges.

Fri, 04/29/2022 - 10:26

It’s critical that as an Exit Planning Advisor, you simplify the owner’s Exit Planning to-do list by having them start the process by writing their plans down. Written plans have major benefits if done properly and if the right items are included. 

Sun, 04/24/2022 - 21:17

Exit Planning Advisors must ask targeted questions in order to have effective conversations with current and prospective business owner clients. 

Mon, 04/18/2022 - 09:22

It is challenging for business owners to pour their hearts and souls into their businesses and build a reputable entity.