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Business Exit Planning Blog Articles & Insights

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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What to Expect at the 2023 BEI National Conference

May 19, 2023

The 2023 BEI National Conference will be held this year on August 7 - 9,

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ESOPs In Action and Establishing a Legacy

May 12, 2023

What is an ESOP? Employee Stock Ownership Programs (ESOPs) have become increasingly popular among companies

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Why Should a Business Owner Work With a CExP?

May 5, 2023

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

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Legacy Planning in Your Exit

April 28, 2023

When it comes to building a legacy after retirement, Avoiding Exit Planning Mistakes early on

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Be Proactive: Avoiding Exit Planning Mistakes

April 21, 2023

At the cornerstone of a functional Exit Plan, your job as the business advisor is

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Selecting the Best-Suited Successor to the Business Owner

April 14, 2023

Every exit path requires a solid planning and implementation foundation. At the cornerstone of a

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