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.
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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