Events for October 28, 2024 – Business Enterprise Institute

How Advisors Are Confidently Adding Exit Planning to Their Practice

admin November 21, 2025

Advisors who move beyond transactional work and begin guiding business owners through long-term transition planning quickly become the advisors clients

Exit Planning advisor discusses options with business owner client.

Maximize Business Value with Owner Based Planning

Mark McNeillie July 22, 2025

In today’s dynamic business environment, strategic planning is more critical than ever. Owner Based Planning provides a robust framework that

Business advisors help owners balance emotion and rationality.

Exit Planning Is a Whole-Person Journey

Lindsay Giachetti July 15, 2025

How to recognize and respond to the emotional roadblocks owners face when planning their exits. Most advisors know this moment

This isn't the exit you planned.

Professional Insights from BEI

Exit Planning Articles

How Advisors Are Confidently Adding Exit Planning to Their Practice

Maximize Business Value with Owner Based Planning

Exit Planning Is a Whole-Person Journey

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