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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.

Building Resilience in Uncertain Times: A Guide for Advisors

admin August 4, 2023

Businesses, particularly SMEs (Small and medium-sized enterprises), have confronted the trials and tribulations of market disruptions head-on, teaching us valuable lessons about resilience and strategic planning.

Team with their hands in the middle of the group.

The Importance of Communication in Succession Planning

admin July 28, 2023

In this blog post, we’ll explore the critical role that effective family communication plays in shaping a successful business exit strategy and what you can do as an advisor to facilitate this essential step for your clients.

retired couple on bench at beach

Everyone but the Owner is Ready for Retirement

admin July 21, 2023

For a business owner, giving up something they’ve nurtured, grown, and given their life to is extremely difficult.

What Does it Mean to Be a Trusted Business Advisor?

admin July 14, 2023

In today’s competitive business landscape, business owners face numerous challenges in running their organizations successfully. Between navigating through complex decisions

two people jumping in the air

Why Business Advisors are Essential for Planning a Successful Future

admin July 7, 2023

We’ll highlight four major elements of planning for a successful business future that can be challenging for even the most capable owners to handle independently.

Why Exit Planning Advisors Must Take Learning to the Next Level

Why Exit Planning Advisors Must Take Learning to the Next Level

admin June 30, 2023

In the fast-paced world of business advisory services, the importance of lifelong learning is invaluable. As an Exit Planning Advisor,

Recipe for Success Building an Advisor Team

Recipe For Success: Building an Advisor Team

admin June 23, 2023

Just like every business is unique, so are the plans owners have for transitioning out of business. Their financial and

building a business that outlasts the owner

Building a Business that Outlasts the Owner

admin June 16, 2023

An unexpected and untimely death is a business challenge that most business owners don’t want to talk about. Even fewer

Business Owners Stepping Back to Grow Value

admin June 9, 2023

For many small business owners, they run the show. Owners often have too much on their plate to make any

business owner burnout

Burnout: More Than a Buzzword for Business Owners

admin June 2, 2023

Burnout has been one of the biggest buzzwords in recent years. In fact, in 2019 the World Health Organization (WHO) officially recognized

Emotional challenges in exit planning

Navigating Emotional Challenges in Exit Planning

admin May 26, 2023

Chasing The American Dream The United States has always been known as the land of opportunity and new beginnings. For

Conference audience

What to Expect at the 2023 BEI National Conference

admin May 19, 2023

The 2023 BEI National Conference will be held this year on August 7 – 9, 2023 at the Four Seasons Hotel Denver in Denver, Colorado.

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