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Exit Planning Blog: Articles and Insights for Advisors

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.

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

November 3, 2023

To help owners navigate challenges and make informed decisions, you need tools to deliver custom

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

October 27, 2023

ESOPs offer a unique path for business owners to transition out of their companies while

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Transforming Owner Resistance into Opportunities with Proven Strategies

October 20, 2023

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

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Compassionate Capitalism: The ESOP Revolution

October 13, 2023

Kelly Finnell, President of Executive Financial Services, shares how ESOPs exemplify compassionate capitalism and benefit

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Overcoming Challenges in Adding Exit Planning to Your Advisory Practice

October 6, 2023

Exit Planning is a critical component of financial advisory services, however, many advisors face several

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Niche Marketing: The Indispensable Advisor

September 29, 2023

In the realm of business and transition planning, carving a niche isn't merely a marketing

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