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!
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.
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.
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.
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.
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.
Many business advisors say they can help their clients exit their businesses, but how many actually have the skills and technology to ensure their clients are ready when the time comes? Join Fletcher Brown, CEO of BEI, in a discussion on how you can walk the walk when it comes to exit planning for your clients and how BEI can help you gain the knowledge and resources to succeed.
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.
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. This is also a great chance to build connections, share experiences, and collaborate with fellow professionals who are equally passionate about helping business owners plan successful exits. Come ready to learn, connect, and elevate your impact as an exit planning advisor!
The Future of Business Planning Starts Now We’re thrilled to introduce Owner Based Planning (OBP)—BEI’s most powerful approach yet for helping business owners grow value, reduce risk, and ensure continuity. Even better? OBP creates more meaningful opportunities, stronger client relationships, and increased revenue for advisors like you. 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. Why OBP Works: Focus on What Owners Value Most OBP addresses growth, risk, and continuity before diving into exit planning—making it more relevant and actionable from day one. Simplify Complex Conversations Powered by BEI’s PlanIt assessment tools, OBP helps you uncover opportunities, deliver tailored recommendations, and quickly move owners into high-value engagements. Get the Support You Need to Succeed As a BEI Member, you’ll get access to weekly coaching emails, monthly strategy calls, and exclusive resources to make OBP an integral part of your business.
You've spent your career building your exit planning knowledge, but how do you turn that knowledge into a profitable service? Join Fletcher Brown, CEO of BEI, on June 12 to explore strategies for transforming your exit planning insights into a structured service that delivers value to your clients and contributes directly to your bottom line. Fletcher will take you through examples of putting these strategies into action and show you how BEI's tools and other offerings can help you build a strong, revenue-generating practice.
Climb Higher at BEI Exit Planning Conference 2025, Sep 23-24! You asked for more case studies and this year is jam packed, including exclusive pre-conference workshops Sep 22. Elevate your Exit Planning or Owner Based Planning practice at BEI ExitCon!
Business Enterprise Institute, Inc.
3461 Ringsby Ct., Suite 405
Denver, Colorado 80216-4940
Phone: 303-321-2242
Toll Free: 888-206-3009
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