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Insights for Business Advisors

Exit Planning Articles

Explore expert-written Exit Planning articles and business planning insights created for today’s Exit Planning 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.

Business Owners Stepping Back to Grow Value

admin June 9, 2023

For many small business owners, they run the show. Owners often have too much on their plate to make any

business owner burnout

Burnout: More Than a Buzzword for Business Owners

admin June 2, 2023

Burnout has been one of the biggest buzzwords in recent years. In fact, in 2019 the World Health Organization (WHO) officially recognized

Emotional challenges in exit planning

Navigating Emotional Challenges in Exit Planning

admin May 26, 2023

Chasing The American Dream The United States has always been known as the land of opportunity and new beginnings. For

Conference audience

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

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 work with a CExP?

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

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Get More Business Planning Insights as a BEI Member

Looking for proven strategies to better serve business owners? Explore our latest Exit Planning tools, resources, and training — built for business advisors ready to lead with impact.

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