As part of BEI’s Planning License, advisors are provided a Chapter License that gives you access to all the content, meetings, and event available in their chosen region. This means you have access to a wealth of resources to help develop your bench of advisors, market your practice and generate referrals.

As part of BEI’s Planning License, advisors are provided a Marketing License that gives you access to all the brandable content, automated content, discovery and assessment tools, and client proposal material. This means you have access to a wealth of resources to help market to and engage business owners using exit planning.

Our comprehensive exit planning software is designed to streamline the complex exit planning process by producing three key deliverables: an initial draft, a discussion draft, and an implementation draft. The initial draft provides an in-depth assessment of the business, highlighting its current value, market positioning, and areas for improvement, offering business owners a clear starting point for their exit journey. The discussion draft builds upon this foundation by incorporating feedback and insights from collaborative sessions, presenting refined strategies and tailored recommendations that align with the owner’s personal and financial goals. Finally, the implementation draft serves as the definitive guide, outlining actionable steps and timelines to execute the chosen strategy effectively. This phased approach ensures that each deliverable progressively enhances clarity and alignment, providing a structured yet flexible roadmap to maximize business value and ensure a successful exit.

We offer a comprehensive variety of exit planning recommendations designed to address the diverse goals and needs of business owners. These include strategies for selling to third-party buyers, such as private equity firms or strategic acquirers, to maximize the sale price and ensure smooth ownership transitions. For those considering internal succession, we recommend employee stock ownership plans (ESOPs), management buyouts, or family business transfers, each with tailored approaches that align with specific legacy and continuity desires. We also provide guidance on recapitalization, allowing owners to access liquidity while retaining a stake in their business. Furthermore, our recommendations encompass tax optimization strategies and estate planning to safeguard wealth, minimize liabilities, and ensure that owners can retire comfortably. Each solution is carefully crafted with in-depth market insights and thorough financial analysis to empower owners with the most advantageous path for their unique exit journey.

We provide a diverse array of value driver recommendations aimed at enhancing the overall worth of your business. Our strategies focus on optimizing financial performance through revenue growth, improved profit margins, and cash flow management, ensuring that the business remains attractive to potential buyers. We also emphasize operational efficiency by streamlining processes, reducing unnecessary costs, and implementing technology solutions that boost productivity. Our human capital recommendations include developing strong management teams and fostering a positive corporate culture to secure talent retention and succession planning. Additionally, we help you build customer diversity and loyalty, reducing dependency on key accounts while strengthening brand reputation. Finally, our recommendations for intellectual property protection and strategic partnerships ensure that your business remains competitive and innovative. By addressing these key value drivers, we position your company for sustainable growth and long-term success, maximizing its appeal to potential investors or buyers.

We offer a diverse range of business continuity recommendations to ensure that your company remains resilient and prepared for any disruptions. Our strategies encompass disaster recovery planning, which involves creating robust data backup systems and contingency protocols to protect critical information and minimize downtime. We also emphasize leadership succession planning, identifying and developing key personnel who can seamlessly step into leadership roles in times of crisis. Risk management strategies include diversifying supply chains and establishing alternative suppliers to maintain operations despite logistical challenges. Additionally, we recommend securing comprehensive insurance coverage to mitigate potential financial losses from unforeseen events. Finally, our communication plans ensure that stakeholders, including employees, customers, and partners, remain informed and aligned during periods of uncertainty. Together, these recommendations provide a holistic approach to safeguarding your business’s operations and reputation, allowing it to navigate challenges and emerge stronger.

We offer a comprehensive array of business growth recommendations designed to help your company reach its full potential. Our strategies include market expansion plans, which identify and capitalize on new customer segments or geographic regions through targeted marketing campaigns and strategic partnerships. We also emphasize product and service diversification, encouraging the development of complementary offerings that meet evolving customer needs. Our operational efficiency recommendations streamline internal processes to reduce costs, improve productivity, and enhance profitability. To bolster financial stability and scalability, we suggest capital structure optimization and fundraising strategies that attract the right investors or financing options. Furthermore, we focus on innovation by fostering a culture that encourages creativity, research, and development, enabling your business to stay ahead of industry trends. By implementing these varied growth recommendations, your company can build a strong, sustainable foundation for long-term success.

Our client success team is dedicated to helping you, the business advisor, integrate our comprehensive recommendations into a strategic, cohesive plan deliverable for your business owner clients. Leveraging their deep industry expertise and understanding of the specific needs of both advisors and owners, our team will guide you through the entire planning process. They’ll assist in identifying relevant value drivers, business continuity strategies, and growth opportunities that align with your client’s goals. By providing detailed insights into each recommendation, they empower you to craft a personalized plan that incorporates market expansion, risk management, and financial optimization. Moreover, our client success team ensures that every recommendation is presented clearly and compellingly, fostering strong engagement with the business owner. Through this collaborative approach, you can deliver a comprehensive plan that not only addresses current challenges but also sets a clear path for sustainable growth and a successful exit strategy, maximizing value for your clients.