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Foundational Value Drivers for Exit Planning

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.

BEI’s National Technical Webcast – Third-Party Sales 201: Unique Deal Structures for Families and Key Employees, Alternative Funding, and Unique Terms

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.

NTWC 101-Legal Mechanics of a Third-Party Sale

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!

OBP Inaugural Coaching Call

In this month’s exclusive webinar, BEI CEO Fletcher Brown will walk you through the OBP framework and show you how to accelerate your sales cycle—guiding owners from discovery to revenue-generating solutions in just three focused meetings. It’s a game-changer for both your clients and your practice.

Unlocking Growth: An Introduction to Owner Based Planning

We’re excited to introduce Owner Based Planning (OBP), BEI’s newest and most powerful approach for helping business owners grow value, minimize risk, and ensure continuity—while creating more opportunities, deeper client relationships, and increased revenue for our members.   In this month’s webinar, BEI CEO Fletcher Brown walks you through the OBP process and shows how it can help you accelerate your sales cycle by taking business owners from discovery to revenue-generating solutions in just three meetings—positioning you to grow your own business value while delivering more impact to your clients.

NTWC 201 – Tax Implications of a Third-Party Sale

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.

Exit Planning Coaching Call

Come ready to learn, connect, and elevate your impact as an exit planning advisor!

In this interactive session, we’ll dive deep into the Exit Planning process with a step-by-step walkthrough of each key meeting. You’ll have the opportunity to get your questions answered, explore proven best practices, and gain practical insights you can immediately apply with your clients.

NTWC 101: 6 Ways to Transfer to Insiders: A Beginner’s Guide

Are you a business owner beginning to explore how to transfer your company to insiders—like family members, key employees, or co-owners? Join us for NTWC 101, a foundational webinar designed to demystify the process and outline six strategic options for internal transitions. Whether you're just starting to think about a transition or want to lay the groundwork for a future plan, this beginner-friendly session will equip you with the knowledge and confidence to take your first step.

NTWC 201: Navigating Insider Transfers: Techniques, Advisors, Financial and Income Tax Factors

Ready to take a deeper dive into transferring your business to insiders? NTWC 201 builds on the foundational concepts of NTWC 101 and equips you with advanced strategies to successfully plan and execute an insider transfer.

This session is ideal for business owners who are actively planning an insider transfer or advisors supporting such transitions. Gain actionable insights to help protect your legacy, preserve company value, and optimize the deal for all parties involved.