Inside The Exit

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

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Owner Hot Button No. 4: Unexpected Death of a Client

Fri, 02/04/2022 - 09:01

Prevention of your client's most pressing problems requires planning. Use BEI tools to prepare for the unexpected consequences that come with a premature and permanent departure of a client from their business.
Tags: Business Resources, Exit Planning Strategies
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Owner Hot Button No. 3: Overcoming the Challenges of a Business Transfer to Family Members

Fri, 01/28/2022 - 09:01

Next up in our "hot button" blog series, learn how to overcome the challenges that come with a business transfer to a family member. Learn how an advisor equipped with BEI Exit Planning tools can best navigate family transfers and other common challenges.
Tags: Business Resources
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Owner Hot Button No. 2: The Loss of Key Customers

Fri, 01/21/2022 - 09:01

In this post, we continue our description of techniques BEI Members use to help owners deal wi

Tags: Business Resources
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Owner Hot Button No. 1: The Departure of a Key Employee

Fri, 01/14/2022 - 09:01

Topics in this blog often describe techniques BEI Members use to help owners deal with pressing business-related needs.

Tags: Business Resources
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2022 is the Year for Exit Planning

Fri, 01/07/2022 - 09:01

Ashley Blessing, CPA, Manager at Herbein & Co has been a CPA for over 12 years now.

Tags: Business Resources
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Inside the Exit: Best of 2021

Mon, 12/27/2021 - 09:01

As we prepare for what is to come in the new year, it is interesting to look back and see what topics got the attention of advisors.

Tags: Business Resources
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Who Should Take Over the Family Business? Key Factors to Consider

Mon, 12/20/2021 - 08:00

Business owners often dream of working side by side with their children in their family business.

Tags: Insider Transfers
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Eight Questions to Ask Your Client Before Their Child Takes Over the Business

Fri, 12/10/2021 - 08:00

Before you jump to the conclusion that your business owner client will transition the ownership of their family business to their children, be sure so walk through a few of these questions first.
Tags: Business Transfer, Insider Transfers
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Do You Know Enough to Help Your Owner-Clients Exit Successfully?

Fri, 12/03/2021 - 08:00

In two prior posts, we observed how easy it is to 1) lose owner-clients by not offering what they need, a

Tags: Business Resources
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