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Feb 29

BEI Strategies for Success: Using Phantom Stock & Incentive Planning to Exceed Goals and ROI

February 29 @ 1:00 pm - 2:00 pm EST

Join Fletcher Brown as he kicks off the first in this new webinar series of case studies and proven advisor strategies. Delve into real-life success stories showcasing how advisors utilize BEI’s planning recommendations and framework to engage business owners in growing value and navigating seamless exits.

In this webinar, we’ll uncover:

  • The details of phantom stock plans and key employee incentive planning,
  • How this recommendation proved successful for owners looking to grow business value, and
  • Why using the process and tools from BEI is an effective means of ROI for advisors.

Gain invaluable insights from this case study on becoming your clients’ most trusted advisor in growing and protecting their business value. Don’t miss this opportunity on Feb 29th at 1PM EST to master the art of business exit and transition planning with BEI’s renowned process and tools.


February 29
1:00 pm - 2:00 pm EST
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