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Owner Based Planning

Discovery to revenue-generating solutions in three meetings with Owner Based Planning

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Position yourself as a trusted partner in Owner Based Planning

Designed to build value today and prepare for tomorrow, the Owner Based Planning License equips advisors with a proven process to help business owners achieve growth, minimize risk, and plan for the future.

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BEI Owner Based Planning License gets you:

Proven Planning Framework

Help business owners achieve their goals through a structured process.

Expert Collaboration Teams

Collaborate with a powerhouse of expertise to deliver exceptional results.

Tailored Recommendations

Deliver actionable, owner-centric solutions with written recommendations.

Owner Based Planning for business owners

Guide business owners to their goals with a structured process focused on three key areas.

Build Business Value

Increase profitability, enhance operations, and develop leadership.

Minimize Risk

Protect against financial, legal, and operational vulnerabilities.

Ensure Continuity

Secure the future with strategies for business longevity and seamless transitions.

Business advisors meeting around a table

Who we are

✓ Business consultants with 25+ years of planning experience
✓ Over 10,000 successful business transitions
✓ Your trusted business planning partner

Speak With an Expert from Our Team About OBP

Owner Based Planning License

Transform your practice and help business owners achieve success

  • ✓ Owner Discovery & Assessment
  • ✓ Personalized Recommendations
  • ✓ Value Driver Strategies
  • ✓ Access to Expert Advisory Teams
  • ✓ Implementation Action Plan
    • ✓ PlanIt for Owner Based Planning
    Monthly
    Annually Save 20%
    $
    750
    Choose this plan
    $
    6,500
    $9,000
    Choose this plan
    More Plans

    Recommendation Examples

    Owner Based Planning empowers advisors with the tools and resources to provide tailored recommendations that enhance business operations, safeguard key assets, and create a foundation for long-term success.

    Building Value

    • Non-qualified deferred compensation
    • Cash flow growth strategies
    • Management development
    • Management transition roadmaps

    Minimizing Risk

    • Personal insurance
    • Personal financial plan revisions
    • Personal asset protection
    • Key person life insurance

    Ensuring Continuity

    • Stay & continuity bonus programs
    • Business asset protection
    • Buy-out or buy-back deals
    • Insurance-funded Buy-Sell Agreements

    Success through support

    Designed to build value today and prepare for tomorrow, the Owner Based Planning License equips advisors with a proven process to help business owners achieve growth, minimize risk, and plan for the future.

    Owner Based Planning License FAQ

    What is the Owner Based Planning process?

    The Owner Based Planning process is a comprehensive framework for business advisors like you, that guides you through discovery of business owner objectives, creation of a custom assessment based on business owner goals, and the delivery of personalized, actionable recommendations to achieve growth, minimize risks, and ensure continuity for their business. Additionally, OBP includes resources that allow you to build out your advisor team and track progress of your OBP Plan over time.

    How does the Owner Based Planning License differ from other BEI Licenses?

    Unlike other BEI licenses that primarily emphasize exit or succession planning, the Owner Based Planning License is designed for owners who are not yet ready to transition but want to build value and prepare for long-term success.

    What types of recommendations will I receive?

    From growth strategies to risk mitigation and continuity planning, you’ll receive comprehensive and actionable recommendations for business owners.

    Who are the expert teams involved in the process?

    As an OBP Advisor, you have the option to collaborate with Kalamath Consulting Group (strategic planners), Dinsmore (legal), Charter Capital Partners (M&A), and LaGrey (M&A).

    Have additional questions?

    Start a dialogue with an Exit Planning expert at BEI

    Speak to a real person.

    Give us a call or email us! We have real people who’d love to chat with you.

    OFFICE HOURS

    Monday - Friday: 8am - 5pm MST

    (we honor major US holidays)

    CALL DURING OFFICE HOURS

    303-321-2242

    Toll free: 888-206-3009

    EMAIL ANYTIME

    General info: info@exitplanning.com
    Support: support@exitplanning.com

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    Business Enterprise Institute, Inc.
    3461 Ringsby Ct., Suite 405
    Denver, Colorado 80216-4940

    Phone: 303-321-2242
    Toll Free: 888-206-3009

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