How to Choose a Competitive Fee Structure for Your Planning Services
Navigating the intricacies of fee structures can be a real challenge for advisors, especially in the Exit Planning world where there are a variety of different pricing strategies to choose from. Register for the upcoming webinar to handle this common hurdle.
How to Build a Practical & Profitable Strategy for your Planning Practice
Join us for a 30-minute session on Wednesday, September 13, 2023 for an overview and practical (and profitable!) strategies that will help you take a proactive approach to business planning.
Find their Way after Exit Day
Help your clients design their post-sale lives
Their business was their baby.
Their business was their passion.
Their business was personal.
So how do you help them find their way after exit day?
The Ultimate Guide to Engaging Owners in the Planning Conversation
Join us for an informative presentation by Fletcher Brown on practical and effective ways to engage business owners in the all-important planning conversation.
Protecting a Business’s Most Valuable Asset: Tax Effective Strategies to Attract & Retain Key Employees
Join us on October 4 at 12:00pm ET for a webinar with distinguished guest, Stuart Sorkin (Business & Legal Advisors) for tips on retaining & attracting key employees
ESOPs – When Flexibility & Upside Matter Most
Employee stock ownership plans (ESOPs) offer meaningful, customizable alternatives to third-party and private equity transactions.
Business Exit Planning: Bridging the Gap Between Buyer and Seller
https://us02web.zoom.us/s/88113448042In business exit planning, structuring a sale can be challenging—especially when the seller and buyer can't negotiate a deal that each side accepts as fair.
Unlock Your Practice Potential with Exit Planning
https://us02web.zoom.us/s/87068253085Join us for a 30-minute discovery webinar with BEI's Doug Easton on enhancing your practice potential with Exit Planning this season and beyond.
What We Learned in a Year of Marketing Exit Planning
https://us02web.zoom.us/s/83719688080Keith Lauver and Susi Milligan will present how they've helped many Exit Planners in the last year gain clarity on their story and frame their strategy.
Live Demo: Planning Solutions Made Simple with BEI
https://us02web.zoom.us/s/85908343198Join us on November 15, 2023 at 3:00pm ET, for a demo webinar that will unveil the latest enhancements to our planning software.