Insights

What to Expect at the 2023 BEI National Conference

admin May 19, 2023

The 2023 BEI National Conference will be held this year on August 7 – 9, 2023 at the Four Seasons Hotel Denver in Denver, Colorado.

ESOPs In Action and Establishing a Legacy

admin May 12, 2023

What is an ESOP? Employee Stock Ownership Programs (ESOPs) have become increasingly popular among companies as a way to engage

Why Should a Business Owner Work With a CExP?

admin May 5, 2023

You’ve put in the effort to recognize how essential it is to have a well-structured plan in place when a

Legacy Planning in Your Exit

admin April 28, 2023

When it comes to building a legacy after retirement, Avoiding Exit Planning Mistakes early on in the Exit Process can save your client both time and money.

Be Proactive: Avoiding Exit Planning Mistakes

admin April 21, 2023

At the cornerstone of a functional Exit Plan, your job as the business advisor is to guide the business owner so that the business can live on after the owner exits.

Selecting the Best-Suited Successor to the Business Owner

admin April 14, 2023

Every exit path requires a solid planning and implementation foundation. At the cornerstone of a functional Exit Plan, your job as the business advisor is to help select the best-suited successor to the business owner so that the business can live on after the owner exits.

What to Expect at the 2023 BEI National Conference

ESOPs In Action and Establishing a Legacy

Why Should a Business Owner Work With a CExP?

Legacy Planning in Your Exit

Be Proactive: Avoiding Exit Planning Mistakes

Selecting the Best-Suited Successor to the Business Owner

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