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Home › Insights

Insights for Business Advisors

Exit Planning Articles

Explore expert-written Exit Planning articles and business planning insights created for today’s Exit Planning 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.
technology

Using BEI’s New Planning Software & The Importance of Technology in the World of Business Planning 

admin November 3, 2023

To help owners navigate challenges and make informed decisions, you need tools to deliver custom solutions and a tangible path forward to reach their goals

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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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