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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.
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4 Proven Strategies to Attract and Engage Successful Owners in Exit Planning

admin February 24, 2023

This post, which is the first in a series of related articles, will outline four attention-getting strategies to extract busy owners from their present concerns long enough to plan for the future.

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5 Ways to Automate Your Marketing Engine

admin February 17, 2023

By streamlining your marketing process and utilizing the right tools and strategies, you can save time, improve your results, and spend more time delivering better outcomes to your clients.

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Exit Planning as an Advisor’s Next Great Adventure

admin February 10, 2023

Whether you are looking to broaden your core services, stand out from competitors, or to help owners avoid the mistakes you have made, there are several reasons why Exit Planning could be the perfect fit for you.

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Proactive Client Engagement For Successful Business Exit: Advisor Tips

admin February 3, 2023

By engaging proactively, you can provide valuable guidance and support that can help them achieve their desired exit goals.

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5 Pros and Cons of Family Business Transfers

admin February 3, 2023

Challenges and benefits of family business transfers.

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Navigating Exit Planning Fees: Strategies & Tips for Advisors

admin January 27, 2023

Navigating the complexities of fee structures can be challenging, particularly in the Exit Planning space where different pricing strategies are prevalent.

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Eliminating Arguments that it’s Too Early To Plan a Business Exit

admin January 20, 2023

When it comes to Exit Planning, it’s easy for owners to put it off, thinking they can deal with it later. Business advisors are faced with the familiar response: “I’m not ready to begin planning for my exit. I have other business tasks that take priority.” 

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Proactive or Passive: What Kind of Advisor Are You?

admin January 13, 2023

What can you do if you want to use your expertise in Exit Planning to grow your practice and/or improve your ability to help your clients execute the most important financial event of their lives? Be proactive.

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Exploring Exit Planning Trends from the 2022 Business Owner Survey

admin January 6, 2023

BEI is the leading innovator in the Exit Planning industry, offering comprehensive Exit Planning training, marketing support, and plan creation tools to advisors across the globe.

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Knocking Down Common Exit Planning Roadblocks

admin November 18, 2022

As the leading innovators in the Exit Planning space, the BEI team talks daily to hundreds of advisors across the

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Practice Differentiation: A Distinctive Process or Representation Model

admin November 11, 2022

Does your practice differ from others in your profession in a meaningful way? When we ask advisors that question, here

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Dear Business Owners…We See You

admin November 4, 2022

Dear Business Owners…We See You mernzen Fri, 11/04/2022 – 08:00 For over 25 years, BEI has been dedicated to providing

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