Inside The Exit

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

Fri, 04/08/2022 - 10:12

In this blog, we sit down with BEI Member, Eddie Drescher, Financial Advisor with Haycox Financial Group, to discuss lessons learned through Exit Planning, the importance of the first Exit Planning engagement, and how he develops his team of advisors.  

Fri, 04/01/2022 - 09:24

Whenever advisors are introduced to the concept of Exit Planning, they often wonder, “What is the work of an Exit Planner, and how can it benefit my practice?”

Tue, 03/29/2022 - 18:13

Business advisors can encounter a lot of competition, but nothing drives engagement quite like connection. Exit Planning provides a perfect opportunity to differentiate, strengthen client relationships, as well as capitalize on established relationships in new ways – ultimately providing you with a competitive advantage over your competition.

Fri, 03/18/2022 - 09:29

Business owners will exit their businesses either unexpectedly or by design. Advisors can differentiate by adding Exit Planning to their existing practice, taking their services a step further while working towards their client’s goals.

Fri, 03/11/2022 - 09:58

BEI Member Bruce Willey shares techniques & resources that have helped him prevent uncomfortable phone calls from owner clients who have made huge, life-altering decisions without consulting their advisors.

Fri, 03/04/2022 - 09:02

Running a business is more than just a full-time job. Business owners often find themselves wearing too many hats as they bear the weight of maintaining a successful and profitable business.

Fri, 02/25/2022 - 09:02

For a business owner, there are a lot of hurdles and hesitations that might stand in the way of the Exit Planning conversation. As an Exit Planning Advisor, it is important to first understand the rationale behind these hesitations before you can tackle them head-on

Fri, 02/18/2022 - 09:02

Today’s blog details how you can unlock your potential by starting conversations about Exit Planning as early as possible. Since timing binds all exit decisions, it’s crucial to begin preparing owners for their exit as soon as they start their business.

Fri, 02/11/2022 - 09:01

BEI Member Jeremy Suarez, Managing Partner at Tomoro, discusses the importance of key employee retention and other Exit Planning tactics that expand the potential of a practice.