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Home › Insights

Business Exit Planning Blog Articles & Insights

Exit Planning Articles

Explore expert-written Exit Planning articles and business planning insights created for today’s professional advisors. From value growth strategies to Owner Based planning frameworks, these resources help advisors lead more confidently and serve business owners at a higher level.
ESOPs

Unlocking Success: Employee Stock Ownership Plans (ESOPs) as an Exit Strategy

admin October 27, 2023

ESOPs offer a unique path for business owners to transition out of their companies while providing employees with a stake in the business’s success.

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Business Owner Pain Points

Transforming Owner Resistance into Opportunities with Proven Strategies

admin October 20, 2023

See how BEI helps professional advisors like you overcome owner objections to business planning conversations. When BEI engages with new

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Compassionate Capitalism: The ESOP Revolution

admin October 13, 2023

Kelly Finnell, President of Executive Financial Services, shares how ESOPs exemplify compassionate capitalism and benefit business onwers and advisors alike.

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overcoming challenges

Overcoming Challenges in Adding Exit Planning to Your Advisory Practice

admin October 6, 2023

Exit Planning is a critical component of financial advisory services, however, many advisors face several challenges when introduced to Exit Planning.

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Niche Marketing-Becoming Indispensable in Your Industry A bullseye on the correct target market

Niche Marketing: The Indispensable Advisor

admin September 29, 2023

In the realm of business and transition planning, carving a niche isn’t merely a marketing strategy; it’s an avenue to becoming indispensable. 

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Business Continuity: Ensuring Client Value

Business Continuity: Protecting Client Value

admin September 22, 2023

In our contemporary business world, unpredictability seems to be the only predictable element. Business owners, from fledgling startups to well-established enterprises, find themselves navigating an ever-changing landscape, teeming with unforeseen challenges and obstacles.

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engaging with business owners

Engaging Business Owners Before, During, & After Transition 

admin September 15, 2023

Engaging with business owners is paramount before, during, and after the transition event.

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traditional vs digital marketing

Traditional vs. Digital Marketing: Navigating the Marketing Landscape 

admin September 8, 2023

Marketing is the lifeblood of any business. It’s how companies connect with their target audience, build brand awareness, and ultimately drive sales. In today’s tech-savvy world, marketing has evolved significantly, and there’s an ongoing debate about which approach is more effective: traditional or digital marketing.

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increase business value

9 Ways to Increase Business Value 

admin September 1, 2023

Business value is important to all businesses, but it is transferable value – what a business is worth to a buyer without the owner’s presence and involvement in the business – that drives a successful exit.

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business professionals continuing their career growth path

Getting Good at What You’re Bad at

admin August 25, 2023

The Challenge at Hand As a business owner, understanding your competitive advantage and leveraging your strengths are the catalyst behind

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2023 BEI National Conference Highlights 

admin August 18, 2023

The 2023 BEI National Exit Planning Conference gathered 140 Exit Planning professionals in Denver, Colorado last week. Over three days at the Four Seasons Hotel Denver, attendees connected with peers, thought leaders, and gained insights from business, leadership, and marketing experts through a variety of sessions and networking events.

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Fairness in Family-Run Businesses: A Guide for Advisors

admin August 11, 2023

For business advisors, the multifaceted world of family-run businesses can be as rewarding as it is complex. One of the

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