Sam Wo, a 115-year-old Chinatown institution, faces closure as its owner retires without a successor. This historic restaurant, known for its simple Cantonese dishes and colorful legacy, highlights the vital...
Owner Based Planning
A strategic process for growing business value, minimizing risk, and ensuring continuity—driving success at every stage.
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.
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
Help business owners achieve their goals through a structured processes in 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.
Who we are
✓ Business consultants with 25+ years of planning experience
✓ Over 10,000 successful business transitions
✓ Your trusted business planning partner
Teams-First Approach
Elevate your role as a trusted, holistic advisor through a powerful Owner Based Planning alliance, delivering owner-centric, full-spectrum, business advisory solutions.
Owner Based Planning License
Transform your practice and help business owners achieve success
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?
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
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