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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.

Preventing Problematic Phone Calls from Clients

admin March 14, 2022

BEI Member Bruce Willey shares techniques & resources that have helped him prevent uncomfortable phone calls from owner clients who

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The Role of Insurance Advisors in Exit Planning

Fletcher Brown June 23, 2016

Insurance professionals have three primary responsibilities when working with their business-owner clients to complete an Exit Plan. “I’d like to

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The Role of Attorneys in the Creation of a Successful Exit Plan

Fletcher Brown June 23, 2016

See the three primary responsibilities attorneys have as members of an Exit Planning Advisor Team.

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The Role of the CPA in the Creation of a Successful Exit Plan

Fletcher Brown June 23, 2016

As a CPA and member of the owner’s Exit Planning team, you have three primary responsibilities and opportunities.

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The Role of the Financial Advisor in Successful Exit Planning

Fletcher Brown June 23, 2016

A financial advisor has three primary responsibilities when working with business-owning clients.

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The Role of the Exit Planning Advisor

Fletcher Brown June 20, 2016

See what roles Exit Planning Advisors play for business owners. We’ve updated this article to reflect our most recent survey,

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How a Gap Analysis Prompts Owners to Act

admin January 1, 1970

Business owners must perform a Gap Analysis to successfully transition out of the business.

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Headwinds and Exiting

admin January 1, 1970

As a bicycle rider I appreciate the importance of avoiding headwinds on a long ride, especially as I near the

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The Economy Just Ain’t What It Used To Be

admin January 1, 1970

To grow a business in today’s economy to a value sufficient to provide financial security for you when sold is

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Taxation: The Bite Just Got Bigger Headwind Number 2

admin January 1, 1970

Two principal ways tax increases negatively affect business owners, and what you can do to overcome them.

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Return on Investment: My, How Times Have Changed! Headwind – Number 3

admin January 1, 1970

Conservatively estimate the likely investment return you anticipate from the sale proceeds.

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A Business Owner’s First Whiff of Freedom

admin January 1, 1970

Typically a business needs years of preparation to enable its owner to exit successfully.

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