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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 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.
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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