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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.

Defining Your Differentiator as an Exit Planning Advisor

admin October 28, 2022

Defining Your Differentiator as an Exit Planning Advisor mernzen Fri, 10/28/2022 – 08:00 One of the most common questions asked

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Employee Ownership in the Eyes of Exit Planning

admin October 21, 2022

Employee Ownership in the Eyes of Exit Planning mernzen Fri, 10/21/2022 – 08:00 October is Employee Ownership Month and according

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Is Exit Planning Only for Aging Owners?

admin October 14, 2022

Is Exit Planning Only for Aging Owners? mernzen Fri, 10/14/2022 – 08:00 When an advisor is approached with the concept

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Cash Flow: The Silent Killer in an Exit Plan

admin October 7, 2022

Cash Flow is complex, and it’s vital for business owners to understand it.  The complexity comes from the fact that

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Post-Exit Plans: Finding a Personal Vision

admin September 30, 2022

Fri, 09/30/2022 – 08:00 Each of us has likely had that client who is hesitant to talk about their Exit

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“What If” Exit Planning for Your Business Clients

admin May 6, 2022

As an Exit Planning advisor, helping your clients to prepare for the unexpected with continuity plans is key for covering

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Good Questions Drive Better Exit Planning Conversations

admin April 22, 2022

Exit Planning Advisors must ask targeted questions in order to have effective conversations with current and prospective business owner clients. 

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Exit Planning To-Do #1: Write it Down!

admin April 22, 2022

It’s critical that as an Exit Planning Advisor, you simplify the owner’s Exit Planning to-do list by having them start

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Make the Most of the Initial Exit Planning Meeting

admin April 15, 2022

As an Exit Planning advisor, having that all-important initial conversation about your client’s exit strategy is essential to protect their

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Building Engagement & Advisor Teams One Step at a Time

admin April 8, 2022

In this blog, we sit down with BEI Member, Eddie Drescher, Financial Advisor with Haycox Financial Group, to discuss lessons

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Why Should Advisors Consider Exit Planning?

admin April 1, 2022

When advisors incorporate Exit Planning into their practice and move beyond transactional planning, they position themselves as the indispensable advisor

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Business Advisors Are Changing How They Work With Clients

admin March 25, 2022

Business advisors can encounter a lot of competition, but nothing drives engagement quite like connection. Exit Planning provides a perfect

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