Inside The Exit

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

Fri, 07/23/2021 - 08:00

In the prior post, we described a three-step process that BEI advisors use to secure planning engagement

Fri, 07/16/2021 - 08:00

In the past several posts, we’ve discussed how standing out from competitors is the key to growing your practice and specific ways to do so. Differentiators include: 

Fri, 07/09/2021 - 08:00

In our last blog, we discussed several approaches to differentiating your practice&nbs

Fri, 07/02/2021 - 08:00

Sometimes your general offerings are simply not enough for the modern business owner.

Fri, 06/25/2021 - 08:00

T. Ray Phillips, Founder of The Family Business Legacy, discusses how knowledge is the most important gift you can give your business owners. Educating them on the Exit Planning Process can greatly alleviate any stress or delays in the planning process.

Fri, 06/18/2021 - 08:00

In this blog post, we discuss the importance of diversifying your customer base to help increase business value. 

Fri, 06/11/2021 - 08:00

Being able to have those hard conversations about building value will set you apart from your peers. 

Fri, 06/04/2021 - 08:00

A business is worthless without transferable value. Help your clients focus on their top value drivers to build value before they go to market.

Fri, 05/28/2021 - 08:00

Keven Prather compares advising business owners to his experience in the military: prepared for all potential outcomes.