For your clients who are selling a business or an associated real estate property, they count on you to successfully sell their business with a solution that benefits both the seller and buyer. A structured Installment Sale (SIS) is a solution that provides a guaranteed income stream to the seller which helps the seller defer and potentially reduce their taxes on the sale proceeds. For the buyer, a SIS helps differentiate their offer from other buyers and reduces administrative burdens associated with issuing installment payments.

Immerse yourself in a unique blend of diverse and collaborative content, found nowhere else. Engage in interactive sessions offering best practices, strategies, and real success stories tailored to your interests. Delve into insightful panels and roundtable discussions focused on your preferred topics. But that’s not all! In addition to our main event, enjoy exclusive bonus opportunities: Schedule an interview to be featured on our renowned podcast, Why We Plan. Connect with conference sponsors, gaining access to valuable resources for your firm. Participate in BEI Virtual Practice Groups or meet your group in person during the event. Experience live, personalized demonstrations of PlanIt and other cutting-edge BEI Tools. Don’t settle for anything less than exceptional. Join us for an unforgettable journey that will elevate your practice to new heights.

Maximizing your Reach and Relevance with Business-Owning Clients After completing this webinar you will have client-facing tools and discussion points for connecting strategic capacity & business value analysis to the BEI exit planning process. You will also see a business growth & continuity analysis in action, used for linking your services to client needs at the front end of the exit conversation.

Foundational Value Drivers for Exit Planning Value drivers are essential characteristics that affect a company’s appeal to potential buyers. These drivers extend beyond just EBITDA and include factors such as risk, sustainability, and scalability. Different buyer groups prioritize these drivers in various ways.   In this webinar with Mike Mills and David Lefere from LaGrey Capital, learn how to use value drivers as a starting point for working with owners to create value in their businesses, as well as how to tailor conversations about value with owners at different stages of their journey.

Third-Party Sales 201: Unique Deal Structures for Families and Key Employees, Alternative Funding, and Unique Terms In this NTWC LaGrey will delve into specialized deal structures that cater to family-owned businesses and key employees, offering insights into alternative funding mechanisms and unique contractual terms. Key Takeaways: Innovative Deal Structures: Learn about tailored transaction frameworks that facilitate the transfer of ownership to family members or key employees, ensuring business continuity and legacy preservation. Alternative Funding Mechanisms: Discover non-traditional financing options that can be leveraged to support these unique deal structures, minimizing financial strain and optimizing capital efficiency. Customized Contractual Terms: Understand how to negotiate and implement unique terms that align with the specific goals and dynamics of your business and its key stakeholders. This webinar is presented by LaGrey, an investment bank headquartered in Grand Rapids, MI, specializing in merger and acquisition advisory services for lower middle market companies throughout the country. Their team is comprised of professionals with extensive experience as legal advisors, financial analysts, as well as former business owners who have successfully operated and exited their own ventures. They employ a collaborative approach to help owners achieve their strategic objectives and maximize enterprise value, ultimately providing your clients with liquidity and freedom. Don't miss this opportunity to equip yourself with the knowledge and strategies necessary for a successful third-party sale. Register now to secure your spot in this valuable session.

Unlock the secrets of successful third-party sales in our exclusive virtual workshop: "NTWC 101 - Navigating the Legal Mechanics of a Third-Party Sale: A Vibrant Roadmap". In just one hour, you'll gain invaluable insights into: Corporate housecleaning essentials Selecting the right advisors Crafting bulletproof NDAs and LOIs Preparing a comprehensive data room Negotiating key agreements Managing post-closing challenges Don't miss this opportunity to transform your understanding of third-party sales. Join us to learn how to navigate the vibrant landscape of legal intricacies and set yourself and your clients up for a successful transaction. Whether you're considering a sale or just want to be prepared for future opportunities, this workshop is your first step towards mastering the art of third-party sales. Register now and embark on your journey to becoming a third-party sale expert!

We’re excited to introduce Owner Based Planning (OBP), BEI’s newest, most powerful approach to helping business owners grow value, minimize risk, and address business continuity—while creating more opportunities, deeper client relationships, and increased revenue for you. In this month's webinar, BEI CEO Fletcher Brown will take you through the OBP Process and show you how it can benefit your clients and help you grow your own business value!

Attention Business Enterprise Institute members! Don't miss our upcoming hour-long virtual workshop on the critical tax implications of third-party sales. This essential session will cover: Structuring deals for optimal tax outcomes Asset vs. stock sale strategies Maximizing capital gains treatment Leveraging Code Section 1202 exclusions Pre-transaction estate planning techniques Timing considerations for wealth transfer Learn how to navigate complex tax scenarios, minimize IRS challenges, and potentially save your client millions in taxes. Whether you're considering a sale now or in the future, this workshop will equip you with valuable insights to protect hard-earned wealth. Join us to gain the knowledge you need to make informed decisions and maximize the value in a business exit.