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.

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.