Maximize Efficiency with Automated Content Distribution
Maintain a strong and consistent presence with automated marketing newsletters. Twice a month, BEI will create content on your behalf and deliver it directly to your subscriber list. This valuable content will address the challenges your clients are currently facing and highlight important planning areas they should be considering.
BEI has teamed up with Cash Flow Mapping to provide you with the missing piece of the business succession plan: cash flow. When you bring clarity to the cash flow conversation with your clients, you are giving them control over their financial futures.
With Cash Flow Mapping, you’ll get:
Business Maps: Allows you to pull the levers that effect the cash flow of a business. Easily understand the cash flow available for transitioning the business.
Family Maps: Quickly illustrate your clients’ burn rate and the interdependency between personal and business cash flow, and do it in an way that is easy for your business owner to understand.
Comparison Reports: Generate multiple scenarios with a few mouse clicks. Show changes based on life events and highlight your recommendations.
With your BEI Membership, you get $50.00 off the regular monthly subscription rate! For $79 a month, you'll get unlimited maps, clients, white labeled portals, exit planning marketing content, and more!
To get signed up for an account with Cash Flow Mapping, fill out the form below. For current BEI Members, the BEI Support Team will charge the card we have on file for you. Not a BEI Member? No problem! The BEI Support Team will reach out to you with a link to process the payment.
What are clients saying?
“For years, I have had no control of my finances. Being an entrepreneur, with multiple businesses, I was always in reaction mode and behind the eight ball. With Cash Flow Mapping, I now know where my money goes. I have a proactive approach to my finances in both my businesses and personal life. Honestly, it is one of the most freeing and liberating experience knowing exactly what is needed and allocating the appropriate funds to make it happen; worry free. Thank you Cash Flow Mapping, you are a lifesaver!”